Winton Group’s Golub Capital BDC GBDC Stock Holding History

Winton Group’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 Q1	–	Sell	-34,846	Closed	-$526K	–	704
2023 Q4	$526K	Buy	34,846 +8,704	+33%	+$128K	0.04%	270
2023 Q3	$384K	Buy	+26,142	New	+$371K	0.03%	403

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

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

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

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

Winton Group's GBDC Position: Q1 2024 in Review

Winton Group sold out of Golub Capital BDC (GBDC) in Q1 2024, closing a stake of 34,846 shares — an estimated $526K sold.

Winton Group first reported a position in GBDC in Q3 2023 and held it in 2 quarters. The position peaked at $526K in Q4 2023. 252 funds tracked by Wall St. Rank hold GBDC as of Q1 2024.

Winton Group reported no remaining Golub Capital BDC position as of Q1 2024 after selling out during the quarter.
Winton Group sold 34,846 Golub Capital BDC shares in Q1 2024, an estimated $526K.
Winton Group first reported a position in Golub Capital BDC in Q3 2023 and held it in 2 quarters.
Winton Group's Golub Capital BDC position peaked at $526K in Q4 2023.
252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2024.

Based on Winton Group's 13F filing for Q1 2024, filed 14 May 2024.