tru Independence’s Goldman Sachs BDC GSBD Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-500	Closed	-$8K	–	550
2020 Q2	$8K	Hold	500	–	–	﹤0.01%	633
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	499
2019 Q4	$6K	Buy	+500	New	+$10.3K	﹤0.01%	641

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

tru Independence's GSBD Position: Q3 2020 in Review

tru Independence sold out of Goldman Sachs BDC (GSBD) in Q3 2020, closing a stake of 500 shares — an estimated $8K sold.

tru Independence first reported a position in GSBD in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 91 funds tracked by Wall St. Rank hold GSBD as of Q3 2020.

tru Independence reported no remaining Goldman Sachs BDC position as of Q3 2020 after selling out during the quarter.
tru Independence sold 500 Goldman Sachs BDC shares in Q3 2020, an estimated $8K.
tru Independence first reported a position in Goldman Sachs BDC in Q4 2019 and held it in 3 quarters.
tru Independence's Goldman Sachs BDC position peaked at $8K in Q2 2020.
91 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.