Fidelity Investments’s Goldman Sachs BDC GSBD Stock Holding History

Fidelity Investments’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
2025 Q1	–	Sell	-1	Closed	-$12	–	5467
2024 Q4	$12	Buy	+1	New	+$13	﹤0.01%	5424
2024 Q1	–	Sell	-1	Closed	-$15	–	5518
2023 Q4	$15	Hold	1	–	–	﹤0.01%	5260
2023 Q3	$15	Buy	+1	New	+$14	﹤0.01%	5132
2023 Q2	–	Sell	-1,479	Closed	-$20.2K	–	5470
2023 Q1	$20.2K	Buy	1,479 +1,477	+73,850%	+$22.1K	﹤0.01%	3838
2022 Q4	$27	Buy	2 +1	+100%	+$15	﹤0.01%	5045
2022 Q3	$0	Buy	+1	New	+$17	﹤0.01%	5099
2022 Q2	–	Sell	-1	Closed	–	–	5164
2022 Q1	$0	Buy	+1	New	+$20	﹤0.01%	5189
2020 Q2	–	Sell	-3	Closed	–	–	3832
2020 Q1	$0	Buy	3 +2	+200%	+$38	﹤0.01%	3884
2019 Q4	$0	Buy	+1	New	+$21	﹤0.01%	3982
2019 Q1	–	Sell	-3	Closed	–	–	3846
2018 Q4	$0	Buy	+3	New	+$62	﹤0.01%	3771

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments's GSBD Position: Q1 2025 in Review

Fidelity Investments sold out of Goldman Sachs BDC (GSBD) in Q1 2025, closing a stake of 1 share — an estimated $12 sold.

Fidelity Investments first reported a position in GSBD in Q4 2018 and held it in 10 quarters. The position peaked at $20.2K in Q1 2023. 227 funds tracked by Wall St. Rank hold GSBD as of Q1 2025.

Fidelity Investments reported no remaining Goldman Sachs BDC position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 Goldman Sachs BDC share in Q1 2025, an estimated $12.
Fidelity Investments first reported a position in Goldman Sachs BDC in Q4 2018 and held it in 10 quarters.
Fidelity Investments's Goldman Sachs BDC position peaked at $20.2K in Q1 2023.
227 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.