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Beese Fulmer Investment Management’s Belden BDC Stock Holding History

Beese Fulmer Investment 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
2021
Q2 		– Sell
-67,882
Closed -$68K – 233
2021
Q1 		$68K Buy
67,882
+9,456
+16% +$430K 0.01% 223
2020
Q4 		$58K Buy
+58,426
New +$2.16M 0.01% 209

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beese Fulmer Investment Management's BDC Position: Q2 2021 in Review

Beese Fulmer Investment Management sold out of Belden (BDC) in Q2 2021, closing a stake of 67,882 shares — an estimated $68K sold.

Beese Fulmer Investment Management first reported a position in BDC in Q4 2020 and held it in 2 quarters. The position peaked at $68K in Q1 2021. 186 funds tracked by Wall St. Rank hold BDC as of Q2 2021.

  • Beese Fulmer Investment Management reported no remaining Belden position as of Q2 2021 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 67,882 Belden shares in Q2 2021, an estimated $68K.
  • Beese Fulmer Investment Management first reported a position in Belden in Q4 2020 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Belden position peaked at $68K in Q1 2021.
  • 186 funds tracked by Wall St. Rank held Belden as of Q2 2021.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2021, filed 8 Jul 2021.