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Edge Capital Group’s Golub Capital BDC GBDC Stock Holding History

Edge Capital Group’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$6.46M Sell
426,170
-238,377
-36% -$3.64M 0.29% 70
2024
Q3 		$10M Buy
664,547
+30,234
+5% +$456K 0.45% 48
2024
Q2 		$9.97M Buy
634,313
+189,208
+43% +$3.11M 0.48% 49
2024
Q1 		$7.4M Buy
445,105
+6,389
+1% +$99.8K 0.37% 63
2023
Q4 		$6.62M Buy
438,716
+10,314
+2% +$152K 0.37% 63
2023
Q3 		$6.28M Buy
428,402
+21,509
+5% +$305K 0.41% 59
2023
Q2 		$5.49M Buy
406,893
+61,458
+18% +$816K 0.32% 74
2023
Q1 		$4.68M Buy
345,435
+87,941
+34% +$1.19M 0.29% 75
2022
Q4 		$3.39M Sell
257,494
-80,570
-24% -$1.06M 0.24% 85
2022
Q3 		$4.19M Buy
338,064
+36,184
+12% +$492K 0.34% 66
2022
Q2 		$3.91M Buy
301,880
+19,025
+7% +$272K 0.34% 66
2022
Q1 		$4.3M Buy
282,855
+40,962
+17% +$634K 0.29% 75
2021
Q4 		$3.73M Buy
241,893
+29,495
+14% +$457K 0.26% 76
2021
Q3 		$3.36M Buy
+212,398
New +$3.34M 0.27% 73

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Edge Capital Group's GBDC Position: Q4 2024 in Review

Edge Capital Group reduced its Golub Capital BDC (GBDC) stake by 36% in Q4 2024, selling an estimated $3.64M and leaving 426,170 shares worth $6.46M. The position accounts for 0.29% of the portfolio, ranked #70.

Edge Capital Group first reported a position in GBDC in Q3 2021 and has held it in 14 quarters since. The position peaked at $10M in Q3 2024. 326 funds tracked by Wall St. Rank hold GBDC as of Q4 2024.

  • Edge Capital Group held 426,170 shares of Golub Capital BDC worth $6.46M as of Q4 2024.
  • Edge Capital Group sold 238,377 Golub Capital BDC shares in Q4 2024, an estimated $3.64M.
  • Golub Capital BDC made up 0.29% of Edge Capital Group's portfolio in Q4 2024, its #70 holding.
  • Edge Capital Group first reported a position in Golub Capital BDC in Q3 2021 and has held it in 14 quarters since.
  • Edge Capital Group's Golub Capital BDC position peaked at $10M in Q3 2024.
  • 326 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.