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IEQ Capital’s Goldman Sachs BDC GSBD Stock Holding History

IEQ Capital’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
2020
Q4 		– Sell
-19,832
Closed -$298K – 292
2020
Q3 		$298K Hold
19,832
– – 0.02% 299
2020
Q2 		$322K Buy
19,832
+639
+3% +$9.86K 0.02% 234
2020
Q1 		$237K Sell
19,193
-1,495
-7% -$28.2K 0.02% 313
2019
Q4 		$440K Buy
+20,688
New +$427K 0.04% 233

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IEQ Capital's GSBD Position: Q4 2020 in Review

IEQ Capital sold out of Goldman Sachs BDC (GSBD) in Q4 2020, closing a stake of 19,832 shares — an estimated $298K sold.

IEQ Capital first reported a position in GSBD in Q4 2019 and held it in 4 quarters. The position peaked at $440K in Q4 2019. 109 funds tracked by Wall St. Rank hold GSBD as of Q4 2020.

  • IEQ Capital reported no remaining Goldman Sachs BDC position as of Q4 2020 after selling out during the quarter.
  • IEQ Capital sold 19,832 Goldman Sachs BDC shares in Q4 2020, an estimated $298K.
  • IEQ Capital first reported a position in Goldman Sachs BDC in Q4 2019 and held it in 4 quarters.
  • IEQ Capital's Goldman Sachs BDC position peaked at $440K in Q4 2019.
  • 109 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2020.

Based on IEQ Capital's 13F filing for Q4 2020, filed 3 Feb 2021.