GI
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Gradient Investments’s Golub Capital BDC GBDC Stock Holding History

Gradient Investments’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
Q2 		– Sell
-87
Closed -$1.18K – 1813
2023
Q1 		$1.18K Hold
87
– – ﹤0.01% 1181
2022
Q4 		$1.15K Buy
+87
New +$1.15K ﹤0.01% 1173

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Gradient Investments's GBDC Position: Q2 2023 in Review

Gradient Investments sold out of Golub Capital BDC (GBDC) in Q2 2023, closing a stake of 87 shares — an estimated $1.18K sold.

Gradient Investments first reported a position in GBDC in Q4 2022 and held it in 2 quarters. The position peaked at $1.18K in Q1 2023. 243 funds tracked by Wall St. Rank hold GBDC as of Q2 2023.

  • Gradient Investments reported no remaining Golub Capital BDC position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 87 Golub Capital BDC shares in Q2 2023, an estimated $1.18K.
  • Gradient Investments first reported a position in Golub Capital BDC in Q4 2022 and held it in 2 quarters.
  • Gradient Investments's Golub Capital BDC position peaked at $1.18K in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.