Shelton Capital Management’s Golub Capital BDC GBDC Stock Holding History

Shelton Capital Management’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
2021 Q4	–	Sell	-11,350	Closed	-$179K	–	865
2021 Q3	$179K	Sell	11,350 -2,400	-17%	-$37.7K	0.01%	785
2021 Q2	$212K	Hold	13,750	–	–	0.01%	770
2021 Q1	$201K	Hold	13,750	–	–	0.01%	778
2020 Q4	$194K	Hold	13,750	–	–	0.01%	692
2020 Q3	$182K	Hold	13,750	–	–	0.01%	705
2020 Q2	$160K	Sell	13,750 -289	-2%	-$3.25K	0.01%	620
2020 Q1	$173K	Buy	+14,039	New	+$230K	0.01%	560
2017 Q3	–	Sell	-61,260	Closed	-$1.15M	–	847
2017 Q2	$1.15M	Buy	61,260 +25,525	+71%	+$498K	0.08%	209
2017 Q1	$696K	Buy	+35,735	New	+$663K	0.05%	281

Other funds holding GBDC

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

FWIA

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Shelton Capital Management's GBDC Position: Q4 2021 in Review

Shelton Capital Management sold out of Golub Capital BDC (GBDC) in Q4 2021, closing a stake of 11,350 shares — an estimated $179K sold.

Shelton Capital Management first reported a position in GBDC in Q1 2017 and held it in 9 quarters. The position peaked at $1.15M in Q2 2017. 227 funds tracked by Wall St. Rank hold GBDC as of Q4 2021.

Shelton Capital Management reported no remaining Golub Capital BDC position as of Q4 2021 after selling out during the quarter.
Shelton Capital Management sold 11,350 Golub Capital BDC shares in Q4 2021, an estimated $179K.
Shelton Capital Management first reported a position in Golub Capital BDC in Q1 2017 and held it in 9 quarters.
Shelton Capital Management's Golub Capital BDC position peaked at $1.15M in Q2 2017.
227 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2021.

Based on Shelton Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.