MIM
GSBD icon

Merrion Investment Management’s Goldman Sachs BDC GSBD Stock Holding History

Merrion Investment Management’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
2021
Q1 		– Sell
-3,000
Closed -$57K – 145
2020
Q4 		$57K Buy
+3,000
New +$51.5K 0.05% 118

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Merrion Investment Management's GSBD Position: Q1 2021 in Review

Merrion Investment Management sold out of Goldman Sachs BDC (GSBD) in Q1 2021, closing a stake of 3,000 shares — an estimated $57K sold.

Merrion Investment Management first reported a position in GSBD in Q4 2020 and held it in 1 quarter. The position peaked at $57K in Q4 2020. 144 funds tracked by Wall St. Rank hold GSBD as of Q1 2021.

  • Merrion Investment Management reported no remaining Goldman Sachs BDC position as of Q1 2021 after selling out during the quarter.
  • Merrion Investment Management sold 3,000 Goldman Sachs BDC shares in Q1 2021, an estimated $57K.
  • Merrion Investment Management first reported a position in Goldman Sachs BDC in Q4 2020 and held it in 1 quarter.
  • Merrion Investment Management's Goldman Sachs BDC position peaked at $57K in Q4 2020.
  • 144 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.