KPCM
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Kings Point Capital Management’s Golub Capital BDC GBDC Stock Holding History

Kings Point Capital Management’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
2022
Q1 		$104K Hold
6,833
– – 0.01% 270
2021
Q4 		$106K Hold
6,833
– – 0.01% 290
2021
Q3 		$108K Hold
6,833
– – 0.01% 266
2021
Q2 		$105K Hold
6,833
– – 0.01% 268
2021
Q1 		$100K Hold
6,833
– – 0.01% 266
2020
Q4 		$97K Buy
+6,833
New +$93.4K 0.01% 253

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Kings Point Capital Management's GBDC Position: Q1 2022 in Review

Kings Point Capital Management held its Golub Capital BDC (GBDC) position steady in Q1 2022 at 6,833 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #270.

Kings Point Capital Management first reported a position in GBDC in Q4 2020 and has held it in 6 quarters since. The position peaked at $108K in Q3 2021. 240 funds tracked by Wall St. Rank hold GBDC as of Q1 2022.

  • Kings Point Capital Management held 6,833 shares of Golub Capital BDC worth $104K as of Q1 2022.
  • Kings Point Capital Management left its Golub Capital BDC share count unchanged in Q1 2022.
  • Golub Capital BDC made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #270 holding.
  • Kings Point Capital Management first reported a position in Golub Capital BDC in Q4 2020 and has held it in 6 quarters since.
  • Kings Point Capital Management's Golub Capital BDC position peaked at $108K in Q3 2021.
  • 240 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.