MBL Wealth’s Golub Capital BDC GBDC Stock Holding History

MBL Wealth’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 Q4	–	Sell	-16,500	Closed	-$204K	–	167
2022 Q3	$204K	Buy	+16,500	New	+$225K	0.04%	148

Other funds holding GBDC

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

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

MBL Wealth's GBDC Position: Q4 2022 in Review

MBL Wealth sold out of Golub Capital BDC (GBDC) in Q4 2022, closing a stake of 16,500 shares — an estimated $204K sold.

MBL Wealth first reported a position in GBDC in Q3 2022 and held it in 1 quarter. The position peaked at $204K in Q3 2022. 252 funds tracked by Wall St. Rank hold GBDC as of Q4 2022.

MBL Wealth reported no remaining Golub Capital BDC position as of Q4 2022 after selling out during the quarter.
MBL Wealth sold 16,500 Golub Capital BDC shares in Q4 2022, an estimated $204K.
MBL Wealth first reported a position in Golub Capital BDC in Q3 2022 and held it in 1 quarter.
MBL Wealth's Golub Capital BDC position peaked at $204K in Q3 2022.
252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2022.

Based on MBL Wealth's 13F filing for Q4 2022, filed 12 Jan 2023.