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Lebenthal Global Advisors’s Golub Capital BDC GBDC Stock Holding History

Lebenthal Global Advisors’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 		– Sell
-21,298
Closed -$328K – 160
2021
Q4 		$328K Sell
21,298
-1,545
-7% -$23.9K 0.13% 123
2021
Q3 		$361K Buy
22,843
+500
+2% +$7.86K 0.23% 86
2021
Q2 		$344K Buy
+22,343
New +$347K 0.18% 106

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

Lebenthal Global Advisors's GBDC Position: Q1 2022 in Review

Lebenthal Global Advisors sold out of Golub Capital BDC (GBDC) in Q1 2022, closing a stake of 21,298 shares — an estimated $328K sold.

Lebenthal Global Advisors first reported a position in GBDC in Q2 2021 and held it in 3 quarters. The position peaked at $361K in Q3 2021. 240 funds tracked by Wall St. Rank hold GBDC as of Q1 2022.

  • Lebenthal Global Advisors reported no remaining Golub Capital BDC position as of Q1 2022 after selling out during the quarter.
  • Lebenthal Global Advisors sold 21,298 Golub Capital BDC shares in Q1 2022, an estimated $328K.
  • Lebenthal Global Advisors first reported a position in Golub Capital BDC in Q2 2021 and held it in 3 quarters.
  • Lebenthal Global Advisors's Golub Capital BDC position peaked at $361K in Q3 2021.
  • 240 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2022.

Based on Lebenthal Global Advisors's 13F filing for Q1 2022, filed 10 May 2022.