SAM
GSBD icon

Strategic Asset Management’s Goldman Sachs BDC GSBD Stock Holding History

Strategic Asset Management’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
2022
Q3 		$12K Hold
800
– – 0.02% 337
2022
Q2 		$13K Hold
800
– – 0.02% 342
2022
Q1 		$16K Buy
800
+146
+22% +$2.88K 0.02% 314
2021
Q4 		$13K Buy
+654
New +$12.4K 0.02% 336

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Strategic Asset Management's GSBD Position: Q3 2022 in Review

Strategic Asset Management held its Goldman Sachs BDC (GSBD) position steady in Q3 2022 at 800 shares worth $12K. The position accounts for 0.02% of the portfolio, ranked #337.

Strategic Asset Management first reported a position in GSBD in Q4 2021 and has held it in 4 quarters since. The position peaked at $16K in Q1 2022. 189 funds tracked by Wall St. Rank hold GSBD as of Q3 2022.

  • Strategic Asset Management held 800 shares of Goldman Sachs BDC worth $12K as of Q3 2022.
  • Strategic Asset Management left its Goldman Sachs BDC share count unchanged in Q3 2022.
  • Goldman Sachs BDC made up 0.02% of Strategic Asset Management's portfolio in Q3 2022, its #337 holding.
  • Strategic Asset Management first reported a position in Goldman Sachs BDC in Q4 2021 and has held it in 4 quarters since.
  • Strategic Asset Management's Goldman Sachs BDC position peaked at $16K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.