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Toth Financial Advisory’s Golub Capital BDC GBDC Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-100
Closed -$1K – 751
2022
Q3 		$1K Hold
100
– – ﹤0.01% 685
2022
Q2 		$1K Sell
100
-87
-47% -$1.25K ﹤0.01% 643
2022
Q1 		$3K Buy
+187
New +$2.9K ﹤0.01% 588

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 $2.23B AUM 11.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Toth Financial Advisory's GBDC Position: Q4 2022 in Review

Toth Financial Advisory sold out of Golub Capital BDC (GBDC) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in GBDC in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 252 funds tracked by Wall St. Rank hold GBDC as of Q4 2022.

  • Toth Financial Advisory reported no remaining Golub Capital BDC position as of Q4 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Golub Capital BDC shares in Q4 2022, an estimated $1K.
  • Toth Financial Advisory first reported a position in Golub Capital BDC in Q1 2022 and held it in 3 quarters.
  • Toth Financial Advisory's Golub Capital BDC position peaked at $3K in Q1 2022.
  • 252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.