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Laird Norton Wetherby Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Laird Norton Wetherby Wealth 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
2023
Q4 		– Sell
-10,717
Closed -$157K – 944
2023
Q3 		$157K Buy
+10,717
New +$152K 0.01% 840
2023
Q2 		– Sell
-10,531
Closed -$143K – 965
2023
Q1 		$143K Buy
10,531
+494
+5% +$6.66K 0.01% 861
2022
Q4 		$132K Buy
+10,037
New +$132K 0.01% 836

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's GBDC Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Golub Capital BDC (GBDC) in Q4 2023, closing a stake of 10,717 shares — an estimated $157K sold.

Laird Norton Wetherby Wealth Management first reported a position in GBDC in Q4 2022 and held it in 3 quarters. The position peaked at $157K in Q3 2023. 260 funds tracked by Wall St. Rank hold GBDC as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining Golub Capital BDC position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 10,717 Golub Capital BDC shares in Q4 2023, an estimated $157K.
  • Laird Norton Wetherby Wealth Management first reported a position in Golub Capital BDC in Q4 2022 and held it in 3 quarters.
  • Laird Norton Wetherby Wealth Management's Golub Capital BDC position peaked at $157K in Q3 2023.
  • 260 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.