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Tortoise Investment Management’s Goldman Sachs BDC GSBD Stock Holding History

Tortoise Investment 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
2023
Q2 		– Sell
-750
Closed -$10.2K – 786
2023
Q1 		$10.2K Hold
750
– – ﹤0.01% 547
2022
Q4 		$10.3K Hold
750
– – ﹤0.01% 534
2022
Q3 		$11K Hold
750
– – ﹤0.01% 510
2022
Q2 		$13K Hold
750
– – ﹤0.01% 482
2022
Q1 		$15K Buy
+750
New +$14.8K ﹤0.01% 462

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return

Tortoise Investment Management's GSBD Position: Q2 2023 in Review

Tortoise Investment Management sold out of Goldman Sachs BDC (GSBD) in Q2 2023, closing a stake of 750 shares — an estimated $10.2K sold.

Tortoise Investment Management first reported a position in GSBD in Q1 2022 and held it in 5 quarters. The position peaked at $15K in Q1 2022. 203 funds tracked by Wall St. Rank hold GSBD as of Q2 2023.

  • Tortoise Investment Management reported no remaining Goldman Sachs BDC position as of Q2 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 750 Goldman Sachs BDC shares in Q2 2023, an estimated $10.2K.
  • Tortoise Investment Management first reported a position in Goldman Sachs BDC in Q1 2022 and held it in 5 quarters.
  • Tortoise Investment Management's Goldman Sachs BDC position peaked at $15K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2023.

Based on Tortoise Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.