Claris Advisors’s Belden BDC Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-2	Closed	-$234	–	187
2024 Q3	$234	Buy	+2	New	+$201	﹤0.01%	914

Other funds holding BDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Claris Advisors's BDC Position: Q4 2024 in Review

Claris Advisors sold out of Belden (BDC) in Q4 2024, closing a stake of 2 shares — an estimated $234 sold.

Claris Advisors first reported a position in BDC in Q3 2024 and held it in 1 quarter. The position peaked at $234 in Q3 2024. 340 funds tracked by Wall St. Rank hold BDC as of Q4 2024.

Claris Advisors reported no remaining Belden position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Belden shares in Q4 2024, an estimated $234.
Claris Advisors first reported a position in Belden in Q3 2024 and held it in 1 quarter.
Claris Advisors's Belden position peaked at $234 in Q3 2024.
340 funds tracked by Wall St. Rank held Belden as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.