EFS
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Essex Financial Services’s Goldman Sachs BDC GSBD Stock Holding History

Essex Financial Services’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,649
Closed -$153K – 637
2024
Q2 		$153K Buy
10,649
+649
+6% +$9.96K 0.01% 594
2024
Q1 		$150K Buy
+10,000
New +$151K 0.01% 523

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Essex Financial Services's GSBD Position: Q3 2024 in Review

Essex Financial Services sold out of Goldman Sachs BDC (GSBD) in Q3 2024, closing a stake of 10,649 shares — an estimated $153K sold.

Essex Financial Services first reported a position in GSBD in Q1 2024 and held it in 2 quarters. The position peaked at $153K in Q2 2024. 203 funds tracked by Wall St. Rank hold GSBD as of Q3 2024.

  • Essex Financial Services reported no remaining Goldman Sachs BDC position as of Q3 2024 after selling out during the quarter.
  • Essex Financial Services sold 10,649 Goldman Sachs BDC shares in Q3 2024, an estimated $153K.
  • Essex Financial Services first reported a position in Goldman Sachs BDC in Q1 2024 and held it in 2 quarters.
  • Essex Financial Services's Goldman Sachs BDC position peaked at $153K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2024.

Based on Essex Financial Services's 13F filing for Q3 2024, filed 24 Oct 2024.