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Triad Investment Management’s Golub Capital BDC GBDC Stock Holding History

Triad Investment Management’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
2020
Q4 		$1.63M Sell
115,241
-23,841
-17% -$326K 1.81% 25
2020
Q3 		$1.84M Sell
139,082
-7,442
-5% -$92.9K 2.61% 19
2020
Q2 		$1.71M Buy
146,524
+22,285
+18% +$251K 2.31% 23
2020
Q1 		$1.53M Buy
+124,239
New +$2.03M 2.66% 21

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Triad Investment Management's GBDC Position: Q4 2020 in Review

Triad Investment Management reduced its Golub Capital BDC (GBDC) stake by 17% in Q4 2020, selling an estimated $326K and leaving 115,241 shares worth $1.63M. The position accounts for 1.81% of the portfolio, ranked #25.

Triad Investment Management first reported a position in GBDC in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.84M in Q3 2020. 185 funds tracked by Wall St. Rank hold GBDC as of Q4 2020.

  • Triad Investment Management held 115,241 shares of Golub Capital BDC worth $1.63M as of Q4 2020.
  • Triad Investment Management sold 23,841 Golub Capital BDC shares in Q4 2020, an estimated $326K.
  • Golub Capital BDC made up 1.81% of Triad Investment Management's portfolio in Q4 2020, its #25 holding.
  • Triad Investment Management first reported a position in Golub Capital BDC in Q1 2020 and has held it in 4 quarters since.
  • Triad Investment Management's Golub Capital BDC position peaked at $1.84M in Q3 2020.
  • 185 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2020.

Based on Triad Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.