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	-186	Closed	-$3.1K	–	1832
2024 Q1	$3.1K	Buy	186 +183	+6,100%	+$2.86K	﹤0.01%	979
2023 Q4	$37	Buy	+3	New	+$44	﹤0.01%	1369
2022 Q4	–	Sell	-12	Closed	-$3	–	1482
2022 Q3	$3	Sell	12 -1	-8%	-$14	﹤0.01%	805
2022 Q2	$3	Sell	13 -2	-13%	-$29	﹤0.01%	714
2022 Q1	$3	Buy	+15	New	+$232	﹤0.01%	842
2021 Q4	–	Sell	-3	Closed	-$16K	–	978
2021 Q3	$16K	Buy	+3	New	+$47	0.01%	831
2020 Q1	–	Sell	-147	Closed	-$18K	–	1205
2019 Q4	$18K	Buy	+147	New	+$2.59K	0.01%	1049

Other funds holding GBDC

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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 $15.6B AUM 24.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 186 shares — an estimated $3.1K sold.

Financial Gravity Asset Management first reported a position in GBDC in Q4 2019 and held it in 7 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 186 Golub Capital BDC shares in Q2 2024, an estimated $3.1K.
Financial Gravity Asset Management first reported a position in Golub Capital BDC in Q4 2019 and held it in 7 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.