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Tarbox Family Office’s Golub Capital BDC GBDC Stock Holding History

Tarbox Family Office’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
-6,250
Closed -$99K – 1141
2021
Q3 		$99K Hold
6,250
– – 0.02% 181
2021
Q2 		$96K Sell
6,250
-893
-13% -$13.9K 0.02% 189
2021
Q1 		$104K Hold
7,143
– – 0.02% 152
2020
Q4 		$101K Hold
7,143
– – 0.02% 150
2020
Q3 		$95K Buy
7,143
+1,484
+26% +$18.5K 0.02% 148
2020
Q2 		$66K Buy
+5,659
New +$63.7K 0.02% 161

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Baillie Gifford & Co
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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AM
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

Tarbox Family Office's GBDC Position: Q4 2021 in Review

Tarbox Family Office sold out of Golub Capital BDC (GBDC) in Q4 2021, closing a stake of 6,250 shares — an estimated $99K sold.

Tarbox Family Office first reported a position in GBDC in Q2 2020 and held it in 6 quarters. The position peaked at $104K in Q1 2021. 227 funds tracked by Wall St. Rank hold GBDC as of Q4 2021.

  • Tarbox Family Office reported no remaining Golub Capital BDC position as of Q4 2021 after selling out during the quarter.
  • Tarbox Family Office sold 6,250 Golub Capital BDC shares in Q4 2021, an estimated $99K.
  • Tarbox Family Office first reported a position in Golub Capital BDC in Q2 2020 and held it in 6 quarters.
  • Tarbox Family Office's Golub Capital BDC position peaked at $104K in Q1 2021.
  • 227 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2021.

Based on Tarbox Family Office's 13F filing for Q4 2021, filed 6 Jan 2022.