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Weybosset Research & Management’s Goldman Sachs BDC GSBD Stock Holding History

Weybosset Research & 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
2020
Q4 		– Sell
-15,035
Closed -$226K – 50
2020
Q3 		$226K Hold
15,035
– – 0.12% 48
2020
Q2 		$244K Buy
15,035
+1,425
+10% +$22K 0.14% 44
2020
Q1 		$158K Buy
+13,610
New +$257K 0.11% 50

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Weybosset Research & Management's GSBD Position: Q4 2020 in Review

Weybosset Research & Management sold out of Goldman Sachs BDC (GSBD) in Q4 2020, closing a stake of 15,035 shares — an estimated $226K sold.

Weybosset Research & Management first reported a position in GSBD in Q1 2020 and held it in 3 quarters. The position peaked at $244K in Q2 2020. 109 funds tracked by Wall St. Rank hold GSBD as of Q4 2020.

  • Weybosset Research & Management reported no remaining Goldman Sachs BDC position as of Q4 2020 after selling out during the quarter.
  • Weybosset Research & Management sold 15,035 Goldman Sachs BDC shares in Q4 2020, an estimated $226K.
  • Weybosset Research & Management first reported a position in Goldman Sachs BDC in Q1 2020 and held it in 3 quarters.
  • Weybosset Research & Management's Goldman Sachs BDC position peaked at $244K in Q2 2020.
  • 109 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2020.

Based on Weybosset Research & Management's 13F filing for Q4 2020, filed 21 Jan 2021.