Sageworth Trust’s Goldman Sachs BDC GSBD Stock Holding History

Sageworth Trust’s Portfolio GSBD Stock Details GSBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,000	Closed	-$20K	–	173
2019 Q2	$20K	Buy	+1,000	New	+$20.2K	﹤0.01%	131

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

Sageworth Trust's GSBD Position: Q3 2019 in Review

Sageworth Trust sold out of Goldman Sachs BDC (GSBD) in Q3 2019, closing a stake of 1,000 shares — an estimated $20K sold.

Sageworth Trust first reported a position in GSBD in Q2 2019 and held it in 1 quarter. The position peaked at $20K in Q2 2019. 80 funds tracked by Wall St. Rank hold GSBD as of Q3 2019.

Sageworth Trust reported no remaining Goldman Sachs BDC position as of Q3 2019 after selling out during the quarter.
Sageworth Trust sold 1,000 Goldman Sachs BDC shares in Q3 2019, an estimated $20K.
Sageworth Trust first reported a position in Goldman Sachs BDC in Q2 2019 and held it in 1 quarter.
Sageworth Trust's Goldman Sachs BDC position peaked at $20K in Q2 2019.
80 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2019.

Based on Sageworth Trust's 13F filing for Q3 2019, filed 31 Oct 2019.