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Householder Group Estate & Retirement Specialist’s Barings BDC BBDC Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$18K Buy
2,327
+74
+3% +$621 0.01% 653
2022
Q4 		$18K Buy
2,253
+60
+3% +$519 0.03% 175
2022
Q3 		$18K Buy
+2,193
New +$21.2K 0.01% 595

Other funds holding BBDC

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BBDC Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist increased its Barings BDC (BBDC) stake by 3.3% in Q1 2023, buying an estimated $621 and bringing the position to 2,327 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #653.

Householder Group Estate & Retirement Specialist first reported a position in BBDC in Q3 2022 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold BBDC as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 2,327 shares of Barings BDC worth $18K as of Q1 2023.
  • Householder Group Estate & Retirement Specialist bought 74 Barings BDC shares in Q1 2023, an estimated $621.
  • Barings BDC made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #653 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Barings BDC in Q3 2022 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held Barings BDC as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.