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Summit Securities Group’s Golub Capital BDC GBDC Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-300
Closed -$5K – 1055
2022
Q1 		$5K Buy
+300
New +$4.64K ﹤0.01% 967

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Summit Securities Group's GBDC Position: Q2 2022 in Review

Summit Securities Group sold out of Golub Capital BDC (GBDC) in Q2 2022, closing a stake of 300 shares — an estimated $5K sold.

Summit Securities Group first reported a position in GBDC in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 241 funds tracked by Wall St. Rank hold GBDC as of Q2 2022.

  • Summit Securities Group reported no remaining Golub Capital BDC position as of Q2 2022 after selling out during the quarter.
  • Summit Securities Group sold 300 Golub Capital BDC shares in Q2 2022, an estimated $5K.
  • Summit Securities Group first reported a position in Golub Capital BDC in Q1 2022 and held it in 1 quarter.
  • Summit Securities Group's Golub Capital BDC position peaked at $5K in Q1 2022.
  • 241 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2022.

Based on Summit Securities Group's 13F filing for Q2 2022, filed 2 Aug 2022.