BIC
BELFB

Beach Investment Counsel’s Bel Fuse Inc Class B BELFB Stock Holding History

Beach Investment Counsel’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-378
Closed -$30K – 128
2024
Q3 		$30K Hold
378
– – ﹤0.01% 185
2024
Q2 		$25K Buy
+378
New +$23.8K ﹤0.01% 196
2023
Q2 		– Sell
-6,555
Closed -$246K – 157
2023
Q1 		$246K Hold
6,555
– – 0.03% 136
2022
Q4 		$216K Buy
+6,555
New +$214K 0.03% 148

Other funds holding BELFB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Beach Investment Counsel's BELFB Position: Q4 2024 in Review

Beach Investment Counsel sold out of Bel Fuse Inc Class B (BELFB) in Q4 2024, closing a stake of 378 shares — an estimated $30K sold.

Beach Investment Counsel first reported a position in BELFB in Q4 2022 and held it in 4 quarters. The position peaked at $246K in Q1 2023. 168 funds tracked by Wall St. Rank hold BELFB as of Q4 2024.

  • Beach Investment Counsel reported no remaining Bel Fuse Inc Class B position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 378 Bel Fuse Inc Class B shares in Q4 2024, an estimated $30K.
  • Beach Investment Counsel first reported a position in Bel Fuse Inc Class B in Q4 2022 and held it in 4 quarters.
  • Beach Investment Counsel's Bel Fuse Inc Class B position peaked at $246K in Q1 2023.
  • 168 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.