GMA
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Glassy Mountain Advisors’s Golub Capital BDC GBDC Stock Holding History

Glassy Mountain 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
2023
Q1 		– Sell
-12,655
Closed -$167K – 95
2022
Q4 		$167K Buy
+12,655
New +$167K 0.09% 66
2022
Q2 		$175K Sell
13,530
-1,812
-12% -$25.9K 0.1% 67
2022
Q1 		$233K Hold
15,342
– – 0.12% 66
2021
Q4 		$237K Buy
+15,342
New +$238K 0.12% 64

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Glassy Mountain Advisors's GBDC Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of Golub Capital BDC (GBDC) in Q1 2023, closing a stake of 12,655 shares — an estimated $167K sold.

Glassy Mountain Advisors first reported a position in GBDC in Q4 2021 and held it in 4 quarters. The position peaked at $237K in Q4 2021. 228 funds tracked by Wall St. Rank hold GBDC as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining Golub Capital BDC position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 12,655 Golub Capital BDC shares in Q1 2023, an estimated $167K.
  • Glassy Mountain Advisors first reported a position in Golub Capital BDC in Q4 2021 and held it in 4 quarters.
  • Glassy Mountain Advisors's Golub Capital BDC position peaked at $237K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.