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Jaffetilchin Investment Partners’s Goldman Sachs BDC GSBD Stock Holding History

Jaffetilchin Investment Partners’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
2022
Q4 		– Sell
-10,880
Closed -$157K – 355
2022
Q3 		$157K Buy
10,880
+286
+3% +$4.84K 0.02% 299
2022
Q2 		$178K Hold
10,594
– – 0.02% 311
2022
Q1 		$188K Buy
10,594
+476
+5% +$9.41K 0.02% 304
2021
Q4 		$194K Buy
+10,118
New +$192K 0.02% 331

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $167M AUM 29.09% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Jaffetilchin Investment Partners's GSBD Position: Q4 2022 in Review

Jaffetilchin Investment Partners sold out of Goldman Sachs BDC (GSBD) in Q4 2022, closing a stake of 10,880 shares — an estimated $157K sold.

Jaffetilchin Investment Partners first reported a position in GSBD in Q4 2021 and held it in 4 quarters. The position peaked at $194K in Q4 2021. 210 funds tracked by Wall St. Rank hold GSBD as of Q4 2022.

  • Jaffetilchin Investment Partners reported no remaining Goldman Sachs BDC position as of Q4 2022 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 10,880 Goldman Sachs BDC shares in Q4 2022, an estimated $157K.
  • Jaffetilchin Investment Partners first reported a position in Goldman Sachs BDC in Q4 2021 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Goldman Sachs BDC position peaked at $194K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2022.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2022, filed 10 Feb 2023.