Westside Investment Management’s Goldman Sachs BDC GSBD Stock Holding History

Westside Investment Management’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
2025 Q2	–	Sell	-4,700	Closed	-$54.7K	–	1293
2025 Q1	$54.7K	Hold	4,700	–	–	0.01%	390
2024 Q4	$56.9K	Hold	4,700	–	–	0.01%	386
2024 Q3	$64.7K	Hold	4,700	–	–	0.01%	365
2024 Q2	$70.6K	Hold	4,700	–	–	0.02%	341
2024 Q1	$70.4K	Hold	4,700	–	–	0.02%	337
2023 Q4	$68.9K	Hold	4,700	–	–	0.02%	320
2023 Q3	$68.4K	Hold	4,700	–	–	0.02%	311
2023 Q2	$65.1K	Hold	4,700	–	–	0.02%	320
2023 Q1	$64.2K	Hold	4,700	–	–	0.02%	324
2022 Q4	$64	Hold	4,700	–	–	﹤0.01%	397
2022 Q3	$67	Hold	4,700	–	–	﹤0.01%	390
2022 Q2	$78	Hold	4,700	–	–	﹤0.01%	371
2022 Q1	$92	Hold	4,700	–	–	﹤0.01%	369
2021 Q4	$90	Buy	+4,700	New	+$89.2K	﹤0.01%	354
2017 Q4	–	Sell	-65	Closed	-$1.46K	–	853
2017 Q3	$1.46K	Hold	65	–	–	﹤0.01%	769
2017 Q2	$1.47K	Hold	65	–	–	﹤0.01%	766
2017 Q1	$1.63K	Sell	65 -50	-43%	-$1.22K	﹤0.01%	722
2016 Q4	$2.7K	Buy	+115	New	+$2.58K	﹤0.01%	572

Other funds holding GSBD

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Westside Investment Management's GSBD Position: Q2 2025 in Review

Westside Investment Management sold out of Goldman Sachs BDC (GSBD) in Q2 2025, closing a stake of 4,700 shares — an estimated $54.7K sold.

Westside Investment Management first reported a position in GSBD in Q4 2016 and held it in 18 quarters. The position peaked at $70.6K in Q2 2024. 224 funds tracked by Wall St. Rank hold GSBD as of Q2 2025.

Westside Investment Management reported no remaining Goldman Sachs BDC position as of Q2 2025 after selling out during the quarter.
Westside Investment Management sold 4,700 Goldman Sachs BDC shares in Q2 2025, an estimated $54.7K.
Westside Investment Management first reported a position in Goldman Sachs BDC in Q4 2016 and held it in 18 quarters.
Westside Investment Management's Goldman Sachs BDC position peaked at $70.6K in Q2 2024.
224 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.