Welch & Forbes’s Golub Capital BDC GBDC Stock Holding History

Welch & Forbes’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
2022 Q2	–	Sell	-10,650	Closed	-$162K	–	387
2022 Q1	$162K	Buy	+10,650	New	+$165K	﹤0.01%	380

Other funds holding GBDC

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

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

Welch & Forbes's GBDC Position: Q2 2022 in Review

Welch & Forbes sold out of Golub Capital BDC (GBDC) in Q2 2022, closing a stake of 10,650 shares — an estimated $162K sold.

Welch & Forbes first reported a position in GBDC in Q1 2022 and held it in 1 quarter. The position peaked at $162K in Q1 2022. 241 funds tracked by Wall St. Rank hold GBDC as of Q2 2022.

Welch & Forbes reported no remaining Golub Capital BDC position as of Q2 2022 after selling out during the quarter.
Welch & Forbes sold 10,650 Golub Capital BDC shares in Q2 2022, an estimated $162K.
Welch & Forbes first reported a position in Golub Capital BDC in Q1 2022 and held it in 1 quarter.
Welch & Forbes's Golub Capital BDC position peaked at $162K in Q1 2022.
241 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2022.

Based on Welch & Forbes's 13F filing for Q2 2022, filed 22 Jul 2022.