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Pictet North America Advisors’s Golub Capital BDC GBDC Stock Holding History

Pictet North America 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
2023
Q1 		– Sell
-44,284
Closed -$583K – 128
2022
Q4 		$583K Buy
44,284
+1,060
+2% +$14K 0.1% 96
2022
Q3 		$536K Buy
43,224
+974
+2% +$13.3K 0.09% 103
2022
Q2 		$548K Buy
+42,250
New +$605K 0.07% 103

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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 $2.23B AUM 11.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Pictet North America Advisors's GBDC Position: Q1 2023 in Review

Pictet North America Advisors sold out of Golub Capital BDC (GBDC) in Q1 2023, closing a stake of 44,284 shares — an estimated $583K sold.

Pictet North America Advisors first reported a position in GBDC in Q2 2022 and held it in 3 quarters. The position peaked at $583K in Q4 2022. 228 funds tracked by Wall St. Rank hold GBDC as of Q1 2023.

  • Pictet North America Advisors reported no remaining Golub Capital BDC position as of Q1 2023 after selling out during the quarter.
  • Pictet North America Advisors sold 44,284 Golub Capital BDC shares in Q1 2023, an estimated $583K.
  • Pictet North America Advisors first reported a position in Golub Capital BDC in Q2 2022 and held it in 3 quarters.
  • Pictet North America Advisors's Golub Capital BDC position peaked at $583K in Q4 2022.
  • 228 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2023.

Based on Pictet North America Advisors's 13F filing for Q1 2023, filed 4 May 2023.