Whittier Trust’s Goldman Sachs BDC GSBD Stock Holding History

Whittier Trust’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
2024 Q4	–	Sell	-43,200	Closed	-$594K	–	1575
2024 Q3	$594K	Buy	+43,200	New	+$628K	0.01%	469

Other funds holding GSBD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Whittier Trust's GSBD Position: Q4 2024 in Review

Whittier Trust sold out of Goldman Sachs BDC (GSBD) in Q4 2024, closing a stake of 43,200 shares — an estimated $594K sold.

Whittier Trust first reported a position in GSBD in Q3 2024 and held it in 1 quarter. The position peaked at $594K in Q3 2024. 236 funds tracked by Wall St. Rank hold GSBD as of Q4 2024.

Whittier Trust reported no remaining Goldman Sachs BDC position as of Q4 2024 after selling out during the quarter.
Whittier Trust sold 43,200 Goldman Sachs BDC shares in Q4 2024, an estimated $594K.
Whittier Trust first reported a position in Goldman Sachs BDC in Q3 2024 and held it in 1 quarter.
Whittier Trust's Goldman Sachs BDC position peaked at $594K in Q3 2024.
236 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.