FourThought Financial’s Golub Capital BDC GBDC Stock Holding History

FourThought Financial’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
2022 Q3	$38K	Hold	3,027	–	–	0.01%	682
2022 Q2	$39K	Sell	3,027 -2,666	-47%	-$38.2K	0.01%	675
2022 Q1	$87K	Sell	5,693 -1,634	-22%	-$25.3K	0.01%	510
2021 Q4	$113K	Sell	7,327 -1,483	-17%	-$23K	0.01%	453
2021 Q3	$139K	Sell	8,810 -1,131	-11%	-$17.8K	0.02%	414
2021 Q2	$153K	Sell	9,941 -550	-5%	-$8.53K	0.02%	402
2021 Q1	$153K	Sell	10,491 -3,049	-23%	-$44.8K	0.02%	398
2020 Q4	$191K	Buy	+13,540	New	+$185K	0.03%	347

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

FourThought Financial's GBDC Position: Q3 2022 in Review

FourThought Financial held its Golub Capital BDC (GBDC) position steady in Q3 2022 at 3,027 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #682.

FourThought Financial first reported a position in GBDC in Q4 2020 and has held it in 8 quarters since. The position peaked at $191K in Q4 2020. 230 funds tracked by Wall St. Rank hold GBDC as of Q3 2022.

FourThought Financial held 3,027 shares of Golub Capital BDC worth $38K as of Q3 2022.
FourThought Financial left its Golub Capital BDC share count unchanged in Q3 2022.
Golub Capital BDC made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #682 holding.
FourThought Financial first reported a position in Golub Capital BDC in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Golub Capital BDC position peaked at $191K in Q4 2020.
230 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.