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Polar Capital Holdings’s Golub Capital BDC GBDC Stock Holding History

Polar Capital Holdings’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
2024
Q1 		– Sell
-209,880
Closed -$3.17M – 294
2023
Q4 		$3.17M Hold
209,880
– – 0.02% 250
2023
Q3 		$3.08M Sell
209,880
-45,000
-18% -$638K 0.02% 246
2023
Q2 		$3.44M Sell
254,880
-28,555
-10% -$379K 0.02% 244
2023
Q1 		$3.84M Hold
283,435
– – 0.03% 246
2022
Q4 		$3.73M Hold
283,435
– – 0.03% 255
2022
Q3 		$3.51K Sell
283,435
-6,445
-2% -$87.7K 0.02% 254
2022
Q2 		$3.76K Sell
289,880
-4,550
-2% -$65.1K 0.02% 251
2022
Q1 		$4.48K Buy
294,430
+6,580
+2% +$102K 0.02% 275
2021
Q4 		$4.44K Buy
287,850
+200,000
+228% +$3.1M 0.02% 267
2021
Q3 		$1.39K Hold
87,850
– – 0.01% 310
2021
Q2 		$1.35K Sell
87,850
-3,650
-4% -$56.6K 0.01% 316
2021
Q1 		$1.34M Hold
91,500
– – 0.01% 288
2020
Q4 		$1.29M Buy
+91,500
New +$1.25M 0.01% 284

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polar Capital Holdings's GBDC Position: Q1 2024 in Review

Polar Capital Holdings sold out of Golub Capital BDC (GBDC) in Q1 2024, closing a stake of 209,880 shares — an estimated $3.17M sold.

Polar Capital Holdings first reported a position in GBDC in Q4 2020 and held it in 13 quarters. The position peaked at $3.84M in Q1 2023. 252 funds tracked by Wall St. Rank hold GBDC as of Q1 2024.

  • Polar Capital Holdings reported no remaining Golub Capital BDC position as of Q1 2024 after selling out during the quarter.
  • Polar Capital Holdings sold 209,880 Golub Capital BDC shares in Q1 2024, an estimated $3.17M.
  • Polar Capital Holdings first reported a position in Golub Capital BDC in Q4 2020 and held it in 13 quarters.
  • Polar Capital Holdings's Golub Capital BDC position peaked at $3.84M in Q1 2023.
  • 252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2024.

Based on Polar Capital Holdings's 13F filing for Q1 2024, filed 15 May 2024.