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Perennial Advisors’s Golub Capital BDC GBDC Stock Holding History

Perennial 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
Q3 		– Sell
-635
Closed -$10K – 146
2021
Q2 		$10K Hold
635
– – ﹤0.01% 244
2021
Q1 		$9K Hold
635
– – ﹤0.01% 238
2020
Q4 		$9K Buy
+635
New +$8.68K ﹤0.01% 205
2020
Q3 		– Sell
-635
Closed -$7K – 125
2020
Q2 		$7K Buy
+635
New +$7.15K ﹤0.01% 196

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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 $94.2B AUM 21.24% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Perennial Advisors's GBDC Position: Q3 2021 in Review

Perennial Advisors sold out of Golub Capital BDC (GBDC) in Q3 2021, closing a stake of 635 shares — an estimated $10K sold.

Perennial Advisors first reported a position in GBDC in Q2 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 204 funds tracked by Wall St. Rank hold GBDC as of Q3 2021.

  • Perennial Advisors reported no remaining Golub Capital BDC position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 635 Golub Capital BDC shares in Q3 2021, an estimated $10K.
  • Perennial Advisors first reported a position in Golub Capital BDC in Q2 2020 and held it in 4 quarters.
  • Perennial Advisors's Golub Capital BDC position peaked at $10K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.