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Retirement Group’s Golub Capital BDC GBDC Stock Holding History

Retirement Group’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 		$3.74K Hold
225
– – ﹤0.01% 597
2023
Q4 		$3.4K Hold
225
– – ﹤0.01% 578
2023
Q3 		$3.3K Hold
225
– – ﹤0.01% 530
2023
Q2 		$3.04K Hold
225
– – ﹤0.01% 569
2023
Q1 		$3K Buy
225
+104
+86% +$1.4K ﹤0.01% 549
2022
Q4 		$2K Buy
+121
New +$1.59K ﹤0.01% 519
2022
Q3 		– Sell
-242
Closed -$3K – 600
2022
Q2 		$3K Buy
242
+121
+100% +$1.73K ﹤0.01% 586
2022
Q1 		$2K Buy
+121
New +$1.87K ﹤0.01% 622

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

Retirement Group's GBDC Position: Q1 2024 in Review

Retirement Group held its Golub Capital BDC (GBDC) position steady in Q1 2024 at 225 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Retirement Group first reported a position in GBDC in Q1 2022 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold GBDC as of Q1 2024.

  • Retirement Group held 225 shares of Golub Capital BDC worth $3.74K as of Q1 2024.
  • Retirement Group left its Golub Capital BDC share count unchanged in Q1 2024.
  • Golub Capital BDC made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #597 holding.
  • Retirement Group first reported a position in Golub Capital BDC in Q1 2022 and has held it in 8 quarters since.
  • 252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.