BFG
BELFB

Bleakley Financial Group’s Bel Fuse Inc Class B BELFB Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-3,000
Closed -$200K – 996
2023
Q4 		$200K Buy
+3,000
New +$161K 0.01% 863
2023
Q3 		– Sell
-5,000
Closed -$287K – 890
2023
Q2 		$287K Buy
+5,000
New +$229K 0.01% 740

Other funds holding BELFB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bleakley Financial Group's BELFB Position: Q1 2024 in Review

Bleakley Financial Group sold out of Bel Fuse Inc Class B (BELFB) in Q1 2024, closing a stake of 3,000 shares — an estimated $200K sold.

Bleakley Financial Group first reported a position in BELFB in Q2 2023 and held it in 2 quarters. The position peaked at $287K in Q2 2023. 147 funds tracked by Wall St. Rank hold BELFB as of Q1 2024.

  • Bleakley Financial Group reported no remaining Bel Fuse Inc Class B position as of Q1 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 3,000 Bel Fuse Inc Class B shares in Q1 2024, an estimated $200K.
  • Bleakley Financial Group first reported a position in Bel Fuse Inc Class B in Q2 2023 and held it in 2 quarters.
  • Bleakley Financial Group's Bel Fuse Inc Class B position peaked at $287K in Q2 2023.
  • 147 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q1 2024.

Based on Bleakley Financial Group's 13F filing for Q1 2024, filed 8 May 2024.