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Ulrich Consultants & Investment Group’s Golub Capital BDC GBDC Stock Holding History

Ulrich Consultants & Investment Group’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
2023
Q2 		– Sell
-788,057
Closed -$10.7M – 25
2023
Q1 		$10.7M Buy
788,057
+2,182
+0.3% +$29.4K 22.32% 1
2022
Q4 		$10.3M Buy
785,875
+22,910
+3% +$302K 23.15% 1
2022
Q3 		$9.45M Buy
762,965
+8,980
+1% +$122K 7.29% 2
2022
Q2 		$9.77M Buy
+753,985
New +$10.8M 5.35% 3

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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

Ulrich Consultants & Investment Group's GBDC Position: Q2 2023 in Review

Ulrich Consultants & Investment Group sold out of Golub Capital BDC (GBDC) in Q2 2023, closing a stake of 788,057 shares — an estimated $10.7M sold.

Ulrich Consultants & Investment Group first reported a position in GBDC in Q2 2022 and held it in 4 quarters. The position peaked at $10.7M in Q1 2023. 243 funds tracked by Wall St. Rank hold GBDC as of Q2 2023.

  • Ulrich Consultants & Investment Group reported no remaining Golub Capital BDC position as of Q2 2023 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 788,057 Golub Capital BDC shares in Q2 2023, an estimated $10.7M.
  • Ulrich Consultants & Investment Group first reported a position in Golub Capital BDC in Q2 2022 and held it in 4 quarters.
  • Ulrich Consultants & Investment Group's Golub Capital BDC position peaked at $10.7M in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.