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Momentum Advisors’s Golub Capital BDC GBDC Stock Holding History

Momentum Advisors’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 		$456K Buy
34,686
+56
+0.2% +$738 0.46% 41
2022
Q3 		$429K Buy
34,630
+1,327
+4% +$18.1K 0.47% 39
2022
Q2 		$432K Buy
+33,303
New +$477K 0.49% 35

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
LC
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
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

Momentum Advisors's GBDC Position: Q4 2022 in Review

Momentum Advisors increased its Golub Capital BDC (GBDC) stake by 0.16% in Q4 2022, buying an estimated $738 and bringing the position to 34,686 shares worth $456K. The position accounts for 0.46% of the portfolio, ranked #41.

Momentum Advisors first reported a position in GBDC in Q2 2022 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold GBDC as of Q4 2022.

  • Momentum Advisors held 34,686 shares of Golub Capital BDC worth $456K as of Q4 2022.
  • Momentum Advisors bought 56 Golub Capital BDC shares in Q4 2022, an estimated $738.
  • Golub Capital BDC made up 0.46% of Momentum Advisors's portfolio in Q4 2022, its #41 holding.
  • Momentum Advisors first reported a position in Golub Capital BDC in Q2 2022 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.