Spearhead Capital Advisors’s Golub Capital BDC GBDC Stock Holding History

Spearhead Capital Advisors’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 Q3	–	Sell	-150,000	Closed	-$1.94M	–	123
2022 Q2	$1.94M	Hold	150,000	–	–	0.29%	57
2022 Q1	$2.28M	Hold	150,000	–	–	0.28%	58
2021 Q4	$2.32M	Hold	150,000	–	–	0.28%	59
2021 Q3	$2.37M	Hold	150,000	–	–	0.32%	53
2021 Q2	$2.31M	Buy	+150,000	New	+$2.33M	0.31%	57

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIS

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Spearhead Capital Advisors's GBDC Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Golub Capital BDC (GBDC) in Q3 2022, closing a stake of 150,000 shares — an estimated $1.94M sold.

Spearhead Capital Advisors first reported a position in GBDC in Q2 2021 and held it in 5 quarters. The position peaked at $2.37M in Q3 2021. 230 funds tracked by Wall St. Rank hold GBDC as of Q3 2022.

Spearhead Capital Advisors reported no remaining Golub Capital BDC position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 150,000 Golub Capital BDC shares in Q3 2022, an estimated $1.94M.
Spearhead Capital Advisors first reported a position in Golub Capital BDC in Q2 2021 and held it in 5 quarters.
Spearhead Capital Advisors's Golub Capital BDC position peaked at $2.37M in Q3 2021.
230 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.