Tucker Asset Management’s Golub Capital BDC GBDC Stock Holding History

Tucker Asset 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
2024 Q3	–	Sell	-78	Closed	-$1.23K	–	1544
2024 Q2	$1.23K	Hold	78	–	–	﹤0.01%	1413
2024 Q1	$1.3K	Hold	78	–	–	﹤0.01%	1394
2023 Q4	$1.18K	Hold	78	–	–	﹤0.01%	1226
2023 Q3	$1.14K	Hold	78	–	–	﹤0.01%	1147
2023 Q2	$1.05K	Hold	78	–	–	﹤0.01%	960
2023 Q1	$1.06K	Hold	78	–	–	﹤0.01%	984
2022 Q4	$1.03K	Hold	78	–	–	﹤0.01%	639
2022 Q3	$1.01K	Hold	78	–	–	﹤0.01%	666
2022 Q2	$1.01K	Sell	78 -279	-78%	-$3.99K	﹤0.01%	529
2022 Q1	$5.43K	Hold	357	–	–	﹤0.01%	307
2021 Q4	$5.48K	Hold	357	–	–	﹤0.01%	300
2021 Q3	$5.67K	Hold	357	–	–	﹤0.01%	232
2021 Q2	$5.5K	Hold	357	–	–	﹤0.01%	219
2021 Q1	$5.22K	Hold	357	–	–	﹤0.01%	218
2020 Q4	$5.05K	Buy	+357	New	+$4.88K	﹤0.01%	241

Other funds holding GBDC

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Tucker Asset Management's GBDC Position: Q3 2024 in Review

Tucker Asset Management sold out of Golub Capital BDC (GBDC) in Q3 2024, closing a stake of 78 shares — an estimated $1.23K sold.

Tucker Asset Management first reported a position in GBDC in Q4 2020 and held it in 15 quarters. The position peaked at $5.67K in Q3 2021. 284 funds tracked by Wall St. Rank hold GBDC as of Q3 2024.

Tucker Asset Management reported no remaining Golub Capital BDC position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 78 Golub Capital BDC shares in Q3 2024, an estimated $1.23K.
Tucker Asset Management first reported a position in Golub Capital BDC in Q4 2020 and held it in 15 quarters.
Tucker Asset Management's Golub Capital BDC position peaked at $5.67K in Q3 2021.
284 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.