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Baldrige Asset Management’s Belden BDC Stock Holding History

Baldrige Asset Management’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$34K Hold
392
– – 0.01% 193
2022
Q4 		$28K Hold
392
– – 0.01% 199
2022
Q3 		$24K Hold
392
– – 0.01% 196
2022
Q2 		$21K Buy
+392
New +$21K 0.01% 206

Other funds holding BDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Baldrige Asset Management's BDC Position: Q1 2023 in Review

Baldrige Asset Management held its Belden (BDC) position steady in Q1 2023 at 392 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #193.

Baldrige Asset Management first reported a position in BDC in Q2 2022 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold BDC as of Q1 2023.

  • Baldrige Asset Management held 392 shares of Belden worth $34K as of Q1 2023.
  • Baldrige Asset Management left its Belden share count unchanged in Q1 2023.
  • Belden made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #193 holding.
  • Baldrige Asset Management first reported a position in Belden in Q2 2022 and has held it in 4 quarters since.
  • 319 funds tracked by Wall St. Rank held Belden as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.