ZIG
GSBD icon

Zuckerman Investment Group’s Goldman Sachs BDC GSBD Stock Holding History

Zuckerman Investment Group’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
Q4 		– Sell
-92,800
Closed -$944K – 153
2025
Q3 		$944K Buy
92,800
+7,800
+9% +$88.7K 0.09% 84
2025
Q2 		$956K Buy
85,000
+8,000
+10% +$88.2K 0.09% 79
2025
Q1 		$896K Sell
77,000
-13,000
-14% -$163K 0.1% 81
2024
Q4 		$1.16M Buy
90,000
+75,000
+500% +$985K 0.11% 77
2024
Q3 		$206K Hold
15,000
– – 0.02% 136
2024
Q2 		$225K Hold
15,000
– – 0.03% 134
2024
Q1 		$225K Buy
+15,000
New +$227K 0.03% 128
2023
Q1 		– Sell
-15,000
Closed -$206K – 127
2022
Q4 		$206K Buy
+15,000
New +$225K 0.03% 120

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $7.19B AUM 25.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return