Kula Investments’s Barings BDC BBDC Stock Holding History

Kula Investments’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	–	Sell	-90,475	Closed	-$737K	–	613
2022 Q4	$737K	Buy	+90,475	New	+$783K	0.22%	110

Other funds holding BBDC

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Kula Investments's BBDC Position: Q1 2023 in Review

Kula Investments sold out of Barings BDC (BBDC) in Q1 2023, closing a stake of 90,475 shares — an estimated $737K sold.

Kula Investments first reported a position in BBDC in Q4 2022 and held it in 1 quarter. The position peaked at $737K in Q4 2022. 217 funds tracked by Wall St. Rank hold BBDC as of Q1 2023.

Kula Investments reported no remaining Barings BDC position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 90,475 Barings BDC shares in Q1 2023, an estimated $737K.
Kula Investments first reported a position in Barings BDC in Q4 2022 and held it in 1 quarter.
Kula Investments's Barings BDC position peaked at $737K in Q4 2022.
217 funds tracked by Wall St. Rank held Barings BDC as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.