EWM
Evercore Wealth Management’s Golub Capital BDC GBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
49,838
+588
| +1% | +$8.61K | 0.01% | 241 |
|
|
2025
Q1 | $746K | Buy |
49,250
+9,000
| +22% | +$136K | 0.01% | 237 |
|
|
2024
Q4 | $610K | Hold |
40,250
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $608K | Hold |
40,250
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $632K | Hold |
40,250
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $669K | Hold |
40,250
| – | – | 0.01% | 251 |
|
|
2023
Q4 | $608K | Buy |
40,250
+2,263
| +6% | +$34.2K | 0.01% | 261 |
|
|
2023
Q3 | $557K | Sell |
37,987
-7,013
| -16% | -$103K | 0.01% | 260 |
|
|
2023
Q2 | $608K | Hold |
45,000
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $610K | Buy |
45,000
+5,000
| +13% | +$67.8K | 0.01% | 255 |
|
|
2022
Q4 | $526K | Buy |
40,000
+5,900
| +17% | +$77.6K | 0.01% | 262 |
|
|
2022
Q3 | $423K | Buy |
34,100
+7,250
| +27% | +$89.9K | 0.01% | 272 |
|
|
2022
Q2 | $348K | Buy |
26,850
+6,798
| +34% | +$88.1K | 0.01% | 299 |
|
|
2022
Q1 | $305K | Hold |
20,052
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $310K | Buy |
20,052
+975
| +5% | +$15.1K | 0.01% | 351 |
|
|
2021
Q3 | $301K | Buy |
19,077
+625
| +3% | +$9.86K | 0.01% | 362 |
|
|
2021
Q2 | $285K | Hold |
18,452
| – | – | 0.01% | 373 |
|
|
2021
Q1 | $269K | Hold |
18,452
| – | – | 0.01% | 380 |
|
|
2020
Q4 | $261K | Sell |
18,452
-1
| -0% | -$14 | 0.01% | 382 |
|
|
2020
Q3 | $244K | Hold |
18,453
| – | – | 0.01% | 337 |
|
|
2020
Q2 | $215K | Sell |
18,453
-11,000
| -37% | -$128K | 0.01% | 353 |
|
|
2020
Q1 | $370K | Hold |
29,453
| – | – | 0.01% | 270 |
|
|
2019
Q4 | $544K | Buy |
29,453
+11,000
| +60% | +$203K | 0.01% | 269 |
|
|
2019
Q3 | $347K | Hold |
18,453
| – | – | 0.01% | 313 |
|
|
2019
Q2 | $328K | Hold |
18,453
| – | – | 0.01% | 328 |
|
|
2019
Q1 | $330K | Hold |
18,453
| – | – | 0.01% | 319 |
|
|
2018
Q4 | $304K | Buy |
18,453
+4,000
| +28% | +$65.9K | 0.01% | 306 |
|
|
2018
Q3 | $271K | Hold |
14,453
| – | – | 0.01% | 354 |
|
|
2018
Q2 | $264K | Sell |
14,453
-4,000
| -22% | -$73.1K | 0.01% | 348 |
|
|
2018
Q1 | $331K | Buy |
18,453
+181
| +1% | +$3.25K | 0.01% | 290 |
|
|
2017
Q4 | $333K | Hold |
18,272
| – | – | 0.01% | 296 |
|
|
2017
Q3 | $344K | Sell |
18,272
-25,365
| -58% | -$478K | 0.01% | 295 |
|
|
2017
Q2 | $834K | Buy |
43,637
+597
| +1% | +$11.4K | 0.03% | 195 |
|
|
2017
Q1 | $856K | Hold |
43,040
| – | – | 0.03% | 199 |
|
|
2016
Q4 | $792K | Sell |
43,040
-2,000
| -4% | -$36.8K | 0.03% | 202 |
|
|
2016
Q3 | $836K | Sell |
45,040
-5,100
| -10% | -$94.7K | 0.03% | 197 |
|
|
2016
Q2 | $906K | Sell |
50,140
-20,000
| -29% | -$361K | 0.04% | 182 |
|
|
2016
Q1 | $1.21M | Hold |
70,140
| – | – | 0.05% | 162 |
|
|
2015
Q4 | $1.17M | Sell |
70,140
-900
| -1% | -$15K | 0.05% | 169 |
|
|
2015
Q3 | $1.14M | Sell |
71,040
-12,500
| -15% | -$200K | 0.05% | 176 |
|
|
2015
Q2 | $1.38M | Buy |
83,540
+44,040
| +111% | +$729K | 0.06% | 167 |
|
|
2015
Q1 | $693K | Buy |
39,500
+19,200
| +95% | +$337K | 0.03% | 231 |
|
|
2014
Q4 | $365K | Buy |
20,300
+4,850
| +31% | +$87.2K | 0.02% | 290 |
|
|
2014
Q3 | $246K | Buy |
15,450
+7,900
| +105% | +$126K | 0.01% | 361 |
|
|
2014
Q2 | $134K | Buy |
7,550
+6,550
| +655% | +$116K | 0.01% | 461 |
|
|
2014
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 756 |
|
|
2013
Q4 | $19K | Buy |
+1,000
| New | +$19K | ﹤0.01% | 688 |
|