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MassMutual Private Wealth & Trust’s Barings BDC BBDC Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-150
Closed -$1K – 1647
2022
Q3 		$1K Buy
+150
New +$1.45K ﹤0.01% 1366

Other funds holding BBDC

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

MassMutual Private Wealth & Trust's BBDC Position: Q4 2022 in Review

MassMutual Private Wealth & Trust sold out of Barings BDC (BBDC) in Q4 2022, closing a stake of 150 shares — an estimated $1K sold.

MassMutual Private Wealth & Trust first reported a position in BBDC in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 221 funds tracked by Wall St. Rank hold BBDC as of Q4 2022.

  • MassMutual Private Wealth & Trust reported no remaining Barings BDC position as of Q4 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 150 Barings BDC shares in Q4 2022, an estimated $1K.
  • MassMutual Private Wealth & Trust first reported a position in Barings BDC in Q3 2022 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Barings BDC position peaked at $1K in Q3 2022.
  • 221 funds tracked by Wall St. Rank held Barings BDC as of Q4 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2022, filed 6 Jan 2023.