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Kula Investments’s Goldman Sachs BDC GSBD Stock Holding History

Kula Investments’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
2023
Q1 		$533K Buy
+39,071
New +$583K 0.13% 284

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

Kula Investments's GSBD Position: Q1 2023 in Review

Kula Investments opened a new position in Goldman Sachs BDC (GSBD) in Q1 2023: 39,071 shares worth $533K. The stake represents 0.13% of the portfolio and ranks #284 among its holdings.

215 funds tracked by Wall St. Rank hold GSBD as of Q1 2023.

  • Kula Investments held 39,071 shares of Goldman Sachs BDC worth $533K as of Q1 2023.
  • Goldman Sachs BDC was a new Kula Investments position in Q1 2023.
  • Goldman Sachs BDC made up 0.13% of Kula Investments's portfolio in Q1 2023, its #284 holding.
  • 215 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2023.

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