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United Capital Financial Advisors’s Golub Capital BDC GBDC Stock Holding History

United Capital Financial Advisors’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
Q2 		– Sell
-64,370
Closed -$1.07M – 1063
2024
Q1 		$1.07M Sell
64,370
-1,800
-3% -$28.1K 0.01% 543
2023
Q4 		$999K Sell
66,170
-147,285
-69% -$2.17M 0.01% 562
2023
Q3 		$3.13M Buy
213,455
+11,000
+5% +$156K 0.02% 364
2023
Q2 		$2.73M Sell
202,455
-11,000
-5% -$146K 0.01% 399
2023
Q1 		$2.89M Buy
213,455
+3,750
+2% +$50.5K 0.02% 395
2022
Q4 		$2.76M Buy
209,705
+335
+0.2% +$4.42K 0.02% 425
2022
Q3 		$2.59M Sell
209,370
-20,500
-9% -$279K 0.02% 429
2022
Q2 		$2.98M Buy
229,870
+2,000
+0.9% +$28.6K 0.02% 417
2022
Q1 		$3.47M Sell
227,870
-9,000
-4% -$139K 0.02% 422
2021
Q4 		$3.66M Buy
236,870
+20,470
+9% +$317K 0.02% 427
2021
Q3 		$3.42M Buy
216,400
+15,700
+8% +$247K 0.02% 432
2021
Q2 		$3.1M Sell
200,700
-11,950
-6% -$185K 0.02% 458
2021
Q1 		$3.11M Sell
212,650
-15,380
-7% -$226K 0.02% 426
2020
Q4 		$3.22M Sell
228,030
-20,470
-8% -$280K 0.02% 417
2020
Q3 		$3.29M Buy
248,500
+1,250
+0.5% +$15.6K 0.02% 409
2020
Q2 		$2.88M Sell
247,250
-97,567
-28% -$1.1M 0.02% 450
2020
Q1 		$4.24M Sell
344,817
-55,073
-14% -$902K 0.04% 366
2019
Q4 		$7.23M Buy
399,890
+3,410
+0.9% +$60.2K 0.05% 355
2019
Q3 		$7.32M Buy
396,480
+15,085
+4% +$271K 0.05% 331
2019
Q2 		$6.65M Buy
381,395
+108,252
+40% +$1.9M 0.04% 366
2019
Q1 		$4.78M Buy
273,143
+108,736
+66% +$1.91M 0.03% 429
2018
Q4 		$2.65M Buy
164,407
+126,222
+331% +$2.25M 0.02% 494
2018
Q3 		$701K Buy
+38,185
New +$704K ﹤0.01% 873

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Capital Financial Advisors's GBDC Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Golub Capital BDC (GBDC) in Q2 2024, closing a stake of 64,370 shares — an estimated $1.07M sold.

United Capital Financial Advisors first reported a position in GBDC in Q3 2018 and held it in 23 quarters. The position peaked at $7.32M in Q3 2019. 294 funds tracked by Wall St. Rank hold GBDC as of Q2 2024.

  • United Capital Financial Advisors reported no remaining Golub Capital BDC position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 64,370 Golub Capital BDC shares in Q2 2024, an estimated $1.07M.
  • United Capital Financial Advisors first reported a position in Golub Capital BDC in Q3 2018 and held it in 23 quarters.
  • United Capital Financial Advisors's Golub Capital BDC position peaked at $7.32M in Q3 2019.
  • 294 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.