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Southern Farm Bureau Life Insurance’s Golub Capital BDC GBDC Stock Holding History

Southern Farm Bureau Life Insurance’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
Q3 		– Sell
-307,988
Closed -$4.84M – 16
2024
Q2 		$4.84M Buy
+307,988
New +$5.06M 0.8% 16
2023
Q3 		– Sell
-761,876
Closed -$10.3M – 16
2023
Q2 		$10.3M Hold
761,876
– – 1.65% 11
2023
Q1 		$10.3M Sell
761,876
-968,150
-56% -$13M 1.74% 11
2022
Q4 		$22.8M Sell
1,730,026
-225,000
-12% -$2.97M 3.65% 9
2022
Q3 		$24.2M Hold
1,955,026
– – 4% 8
2022
Q2 		$25.3M Hold
1,955,026
– – 3.74% 8
2022
Q1 		$29.7M Sell
1,955,026
-54,800
-3% -$848K 4.17% 6
2021
Q4 		$31M Sell
2,009,826
-207,500
-9% -$3.21M 4.25% 7
2021
Q3 		$35.1M Sell
2,217,326
-233,800
-10% -$3.67M 5.13% 6
2021
Q2 		$37.8M Sell
2,451,126
-260,579
-10% -$4.04M 5.19% 6
2021
Q1 		$39.6M Sell
2,711,705
-154,295
-5% -$2.27M 6.65% 5
2020
Q4 		$40.5M Buy
+2,866,000
New +$39.2M 8.78% 4

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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 $8.43B AUM 20.31% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Southern Farm Bureau Life Insurance's GBDC Position: Q3 2024 in Review

Southern Farm Bureau Life Insurance sold out of Golub Capital BDC (GBDC) in Q3 2024, closing a stake of 307,988 shares — an estimated $4.84M sold.

Southern Farm Bureau Life Insurance first reported a position in GBDC in Q4 2020 and held it in 12 quarters. The position peaked at $40.5M in Q4 2020. 284 funds tracked by Wall St. Rank hold GBDC as of Q3 2024.

  • Southern Farm Bureau Life Insurance reported no remaining Golub Capital BDC position as of Q3 2024 after selling out during the quarter.
  • Southern Farm Bureau Life Insurance sold 307,988 Golub Capital BDC shares in Q3 2024, an estimated $4.84M.
  • Southern Farm Bureau Life Insurance first reported a position in Golub Capital BDC in Q4 2020 and held it in 12 quarters.
  • Southern Farm Bureau Life Insurance's Golub Capital BDC position peaked at $40.5M in Q4 2020.
  • 284 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2024.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q3 2024, filed 18 Oct 2024.