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Salem Investment Counselors’s Golub Capital BDC GBDC Stock Holding History

Salem Investment Counselors’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
2022
Q4 		– Sell
-1,875
Closed -$23K – 1118
2022
Q3 		$23K Buy
+1,875
New +$25.5K ﹤0.01% 615
2022
Q1 		– Sell
-1,003
Closed -$15K – 1035
2021
Q4 		$15K Buy
+1,003
New +$15.5K ﹤0.01% 761

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Salem Investment Counselors's GBDC Position: Q4 2022 in Review

Salem Investment Counselors sold out of Golub Capital BDC (GBDC) in Q4 2022, closing a stake of 1,875 shares — an estimated $23K sold.

Salem Investment Counselors first reported a position in GBDC in Q4 2021 and held it in 2 quarters. The position peaked at $23K in Q3 2022. 252 funds tracked by Wall St. Rank hold GBDC as of Q4 2022.

  • Salem Investment Counselors reported no remaining Golub Capital BDC position as of Q4 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 1,875 Golub Capital BDC shares in Q4 2022, an estimated $23K.
  • Salem Investment Counselors first reported a position in Golub Capital BDC in Q4 2021 and held it in 2 quarters.
  • Salem Investment Counselors's Golub Capital BDC position peaked at $23K in Q3 2022.
  • 252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2022.

Based on Salem Investment Counselors's 13F filing for Q4 2022, filed 15 Feb 2023.