LM Advisors’s Goldman Sachs BDC GSBD Stock Holding History

LM Advisors’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
2024 Q1	–	Sell	-2,500	Closed	-$36.6K	–	413
2023 Q4	$36.6K	Buy	+2,500	New	+$36.3K	0.01%	369

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LM Advisors's GSBD Position: Q1 2024 in Review

LM Advisors sold out of Goldman Sachs BDC (GSBD) in Q1 2024, closing a stake of 2,500 shares — an estimated $36.6K sold.

LM Advisors first reported a position in GSBD in Q4 2023 and held it in 1 quarter. The position peaked at $36.6K in Q4 2023. 212 funds tracked by Wall St. Rank hold GSBD as of Q1 2024.

LM Advisors reported no remaining Goldman Sachs BDC position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 2,500 Goldman Sachs BDC shares in Q1 2024, an estimated $36.6K.
LM Advisors first reported a position in Goldman Sachs BDC in Q4 2023 and held it in 1 quarter.
LM Advisors's Goldman Sachs BDC position peaked at $36.6K in Q4 2023.
212 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.