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OneDigital Investment Advisors’s Golub Capital BDC GBDC Stock Holding History

OneDigital Investment 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
2021
Q4 		– Sell
-11,432
Closed -$181K – 810
2021
Q3 		$181K Buy
+11,432
New +$180K 0.01% 700

Other funds holding GBDC

SO
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

OneDigital Investment Advisors's GBDC Position: Q4 2021 in Review

OneDigital Investment Advisors sold out of Golub Capital BDC (GBDC) in Q4 2021, closing a stake of 11,432 shares — an estimated $181K sold.

OneDigital Investment Advisors first reported a position in GBDC in Q3 2021 and held it in 1 quarter. The position peaked at $181K in Q3 2021. 227 funds tracked by Wall St. Rank hold GBDC as of Q4 2021.

  • OneDigital Investment Advisors reported no remaining Golub Capital BDC position as of Q4 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 11,432 Golub Capital BDC shares in Q4 2021, an estimated $181K.
  • OneDigital Investment Advisors first reported a position in Golub Capital BDC in Q3 2021 and held it in 1 quarter.
  • OneDigital Investment Advisors's Golub Capital BDC position peaked at $181K in Q3 2021.
  • 227 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2021.

Based on OneDigital Investment Advisors's 13F filing for Q4 2021, filed 23 Feb 2022.