Lucia Wealth Services’s Goldman Sachs BDC GSBD Stock Holding History

Lucia Wealth 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
2020 Q3	$90K	Hold	6,000	–	–	0.02%	150
2020 Q2	$97K	Hold	6,000	–	–	0.03%	140
2020 Q1	$74K	Buy	6,000 +4,000	+200%	+$75.6K	0.02%	156
2019 Q4	$43K	Hold	2,000	–	–	0.01%	158
2019 Q3	$40K	Hold	2,000	–	–	0.01%	140
2019 Q2	$39K	Hold	2,000	–	–	0.01%	149
2019 Q1	$41K	Buy	+2,000	New	+$40.9K	0.01%	164
2018 Q4	–	Sell	-2,000	Closed	-$44K	–	194
2018 Q3	$44K	Hold	2,000	–	–	0.01%	192
2018 Q2	$41K	Hold	2,000	–	–	0.02%	173
2018 Q1	$38K	Buy	+2,000	New	+$41.5K	0.01%	151

Other funds holding GSBD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Lucia Wealth Services's GSBD Position: Q3 2020 in Review

Lucia Wealth Services held its Goldman Sachs BDC (GSBD) position steady in Q3 2020 at 6,000 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #150.

Lucia Wealth Services first reported a position in GSBD in Q1 2018 and has held it in 10 quarters since. The position peaked at $97K in Q2 2020. 91 funds tracked by Wall St. Rank hold GSBD as of Q3 2020.

Lucia Wealth Services held 6,000 shares of Goldman Sachs BDC worth $90K as of Q3 2020.
Lucia Wealth Services left its Goldman Sachs BDC share count unchanged in Q3 2020.
Goldman Sachs BDC made up 0.02% of Lucia Wealth Services's portfolio in Q3 2020, its #150 holding.
Lucia Wealth Services first reported a position in Goldman Sachs BDC in Q1 2018 and has held it in 10 quarters since.
Lucia Wealth Services's Goldman Sachs BDC position peaked at $97K in Q2 2020.
91 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.