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Lloyd Advisory Services’s Goldman Sachs BDC GSBD Stock Holding History

Lloyd Advisory Services’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
Q4 		– Sell
-10,986
Closed -$160K – 225
2023
Q3 		$160K Buy
+10,986
New +$158K 0.05% 243

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RJFSA
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Legal & General Group
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Royal Bank of Canada
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Invesco
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RJA
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CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Lloyd Advisory Services's GSBD Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Goldman Sachs BDC (GSBD) in Q4 2023, closing a stake of 10,986 shares — an estimated $160K sold.

Lloyd Advisory Services first reported a position in GSBD in Q3 2023 and held it in 1 quarter. The position peaked at $160K in Q3 2023. 214 funds tracked by Wall St. Rank hold GSBD as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Goldman Sachs BDC position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 10,986 Goldman Sachs BDC shares in Q4 2023, an estimated $160K.
  • Lloyd Advisory Services first reported a position in Goldman Sachs BDC in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Goldman Sachs BDC position peaked at $160K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.