Moors & Cabot’s Goldman Sachs BDC GSBD Stock Holding History

Moors & Cabot’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
2023 Q1	–	Sell	-10,225	Closed	-$140K	–	902
2022 Q4	$140K	Buy	+10,225	New	+$154K	0.01%	779

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

PWP

Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Moors & Cabot's GSBD Position: Q1 2023 in Review

Moors & Cabot sold out of Goldman Sachs BDC (GSBD) in Q1 2023, closing a stake of 10,225 shares — an estimated $140K sold.

Moors & Cabot first reported a position in GSBD in Q4 2022 and held it in 1 quarter. The position peaked at $140K in Q4 2022. 215 funds tracked by Wall St. Rank hold GSBD as of Q1 2023.

Moors & Cabot reported no remaining Goldman Sachs BDC position as of Q1 2023 after selling out during the quarter.
Moors & Cabot sold 10,225 Goldman Sachs BDC shares in Q1 2023, an estimated $140K.
Moors & Cabot first reported a position in Goldman Sachs BDC in Q4 2022 and held it in 1 quarter.
Moors & Cabot's Goldman Sachs BDC position peaked at $140K in Q4 2022.
215 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2023.

Based on Moors & Cabot's 13F filing for Q1 2023, filed 5 May 2023.