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Gries Financial’s Goldman Sachs BDC GSBD Stock Holding History

Gries Financial’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-68,052
Closed -$1.25M – 166
2021
Q3 		$1.25M Buy
+68,052
New +$1.3M 0.39% 77
2021
Q2 		– Sell
-66,070
Closed -$1.28M – 168
2021
Q1 		$1.28M Buy
+66,070
New +$1.24M 0.41% 71

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gries Financial's GSBD Position: Q4 2021 in Review

Gries Financial sold out of Goldman Sachs BDC (GSBD) in Q4 2021, closing a stake of 68,052 shares — an estimated $1.25M sold.

Gries Financial first reported a position in GSBD in Q1 2021 and held it in 2 quarters. The position peaked at $1.28M in Q1 2021. 185 funds tracked by Wall St. Rank hold GSBD as of Q4 2021.

  • Gries Financial reported no remaining Goldman Sachs BDC position as of Q4 2021 after selling out during the quarter.
  • Gries Financial sold 68,052 Goldman Sachs BDC shares in Q4 2021, an estimated $1.25M.
  • Gries Financial first reported a position in Goldman Sachs BDC in Q1 2021 and held it in 2 quarters.
  • Gries Financial's Goldman Sachs BDC position peaked at $1.28M in Q1 2021.
  • 185 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2021.

Based on Gries Financial's 13F filing for Q4 2021, filed 2 Feb 2022.