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Financial Gravity Asset Management’s Golub Capital BDC GBDC Stock Holding History

Financial Gravity Asset Management’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
Q2 		– Sell
-4
Closed -$66 – 1573
2024
Q1 		$66 Buy
4
+1
+33% +$16 ﹤0.01% 1013
2023
Q4 		$37 Buy
+3
New +$44 ﹤0.01% 1176
2021
Q3 		$16K Buy
+3
New +$47 0.01% 831
2019
Q4 		$18K Buy
+147
New +$2.59K 0.01% 1049

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Gravity Asset Management's GBDC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Golub Capital BDC (GBDC) in Q2 2024, closing a stake of 4 shares — an estimated $66 sold.

Financial Gravity Asset Management first reported a position in GBDC in Q4 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 294 funds tracked by Wall St. Rank hold GBDC as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Golub Capital BDC position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4 Golub Capital BDC shares in Q2 2024, an estimated $66.
  • Financial Gravity Asset Management first reported a position in Golub Capital BDC in Q4 2019 and held it in 4 quarters.
  • Financial Gravity Asset Management's Golub Capital BDC position peaked at $18K in Q4 2019.
  • 294 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.