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Tiedemann Advisors’s Golub Capital BDC GBDC Stock Holding History

Tiedemann 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
2023
Q3 		$377K Hold
25,725
– – 0.02% 194
2023
Q2 		$347K Hold
25,725
– – 0.01% 191
2023
Q1 		$349K Hold
25,725
– – 0.02% 193
2022
Q4 		$339K Buy
+25,725
New +$339K 0.02% 186

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tiedemann Advisors's GBDC Position: Q3 2023 in Review

Tiedemann Advisors held its Golub Capital BDC (GBDC) position steady in Q3 2023 at 25,725 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #194.

Tiedemann Advisors first reported a position in GBDC in Q4 2022 and has held it in 4 quarters since. 249 funds tracked by Wall St. Rank hold GBDC as of Q3 2023.

  • Tiedemann Advisors held 25,725 shares of Golub Capital BDC worth $377K as of Q3 2023.
  • Tiedemann Advisors left its Golub Capital BDC share count unchanged in Q3 2023.
  • Golub Capital BDC made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #194 holding.
  • Tiedemann Advisors first reported a position in Golub Capital BDC in Q4 2022 and has held it in 4 quarters since.
  • 249 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.