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Fort Washington Investment Advisors’s Golub Capital BDC GBDC Stock Holding History

Fort Washington Investment Advisors’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
Q3 		– Sell
-134,165
Closed -$2.11M – 411
2024
Q2 		$2.11M Sell
134,165
-1,351,215
-91% -$22.2M 0.01% 247
2024
Q1 		$24.7M Hold
1,485,380
– – 0.16% 125
2023
Q4 		$22.4M Sell
1,485,380
-255,765
-15% -$3.76M 0.16% 131
2023
Q3 		$25.5M Hold
1,741,145
– – 0.19% 111
2023
Q2 		$23.5M Hold
1,741,145
– – 0.17% 126
2023
Q1 		$23.6M Hold
1,741,145
– – 0.18% 126
2022
Q4 		$22.9M Hold
1,741,145
– – 0.18% 118
2022
Q3 		$21.6M Hold
1,741,145
– – 0.18% 125
2022
Q2 		$22.6M Hold
1,741,145
– – 0.17% 124
2022
Q1 		$26.5M Hold
1,741,145
– – 0.17% 127
2021
Q4 		$26.9M Hold
1,741,145
– – 0.16% 126
2021
Q3 		$27.5M Hold
1,741,145
– – 0.18% 121
2021
Q2 		$26.8M Hold
1,741,145
– – 0.24% 74
2021
Q1 		$25.5M Buy
1,741,145
+79,370
+5% +$1.17M 0.25% 74
2020
Q4 		$23.5M Hold
1,661,775
– – 0.25% 70
2020
Q3 		$22M Hold
1,661,775
– – 0.23% 73
2020
Q2 		$19.4M Sell
1,661,775
-9,372
-0.6% -$106K 0.22% 82
2020
Q1 		$20.6M Buy
1,671,147
+17,186
+1% +$281K 0.28% 75
2019
Q4 		$29.9M Buy
1,653,961
+1,439,725
+672% +$25.4M 0.32% 65
2019
Q3 		$3.95M Buy
214,236
+21,581
+11% +$388K 0.04% 228
2019
Q2 		$3.36M Hold
192,655
– – 0.04% 233
2019
Q1 		$3.37M Buy
+192,655
New +$3.39M 0.04% 231
2018
Q4 		– Sell
-153,031
Closed -$2.72M – 226
2018
Q3 		$2.81M Sell
153,031
-26,478
-15% -$488K 0.03% 269
2018
Q2 		$3.22M Buy
179,509
+56,104
+45% +$1M 0.03% 249
2018
Q1 		$2.16M Buy
123,405
+28,179
+30% +$499K 0.02% 298
2017
Q4 		$1.7M Hold
95,226
– – 0.02% 346
2017
Q3 		$1.75M Buy
95,226
+42,270
+80% +$788K 0.03% 243
2017
Q2 		$992K Buy
+52,956
New +$1.03M 0.02% 319

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 $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Fort Washington Investment Advisors's GBDC Position: Q3 2024 in Review

Fort Washington Investment Advisors sold out of Golub Capital BDC (GBDC) in Q3 2024, closing a stake of 134,165 shares — an estimated $2.11M sold.

Fort Washington Investment Advisors first reported a position in GBDC in Q2 2017 and held it in 28 quarters. The position peaked at $29.9M in Q4 2019. 284 funds tracked by Wall St. Rank hold GBDC as of Q3 2024.

  • Fort Washington Investment Advisors reported no remaining Golub Capital BDC position as of Q3 2024 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 134,165 Golub Capital BDC shares in Q3 2024, an estimated $2.11M.
  • Fort Washington Investment Advisors first reported a position in Golub Capital BDC in Q2 2017 and held it in 28 quarters.
  • Fort Washington Investment Advisors's Golub Capital BDC position peaked at $29.9M in Q4 2019.
  • 284 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2024.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.