ClearBridge Investments’s Belden BDC Stock Holding History

ClearBridge Investments’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
2020 Q4	–	Sell	-20,897	Closed	-$650K	–	795
2020 Q3	$650K	Buy	20,897 +1	+0%	+$33	﹤0.01%	680
2020 Q2	$680K	Sell	20,896 -371	-2%	-$12.3K	﹤0.01%	644
2020 Q1	$767K	Sell	21,267 -3	-0%	-$137	﹤0.01%	633
2019 Q4	$1.18M	Sell	21,270 -22,526	-51%	-$1.2M	﹤0.01%	649
2019 Q3	$2.34M	Sell	43,796 -4,275	-9%	-$214K	﹤0.01%	624
2019 Q2	$2.86M	Sell	48,071 -2	-0%	-$115	﹤0.01%	610
2019 Q1	$2.58M	Buy	48,073 +445	+0.9%	+$24.4K	﹤0.01%	616
2018 Q4	$1.99M	Sell	47,628 -381	-0.8%	-$20.7K	﹤0.01%	642
2018 Q3	$3.43M	Sell	48,009 -69	-0.1%	-$4.74K	﹤0.01%	615
2018 Q2	$2.94M	Buy	48,078 +47,625	+10,513%	+$2.92M	﹤0.01%	557
2018 Q1	$31K	Hold	453	–	–	﹤0.01%	918
2017 Q4	$35K	Buy	453 +2	+0.4%	+$165	﹤0.01%	912
2017 Q3	$36K	Buy	451 +15	+3%	+$1.13K	﹤0.01%	915
2017 Q2	$33K	Buy	+436	New	+$31.2K	﹤0.01%	924

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

ClearBridge Investments's BDC Position: Q4 2020 in Review

ClearBridge Investments sold out of Belden (BDC) in Q4 2020, closing a stake of 20,897 shares — an estimated $650K sold.

ClearBridge Investments first reported a position in BDC in Q2 2017 and held it in 14 quarters. The position peaked at $3.43M in Q3 2018. 181 funds tracked by Wall St. Rank hold BDC as of Q4 2020.

ClearBridge Investments reported no remaining Belden position as of Q4 2020 after selling out during the quarter.
ClearBridge Investments sold 20,897 Belden shares in Q4 2020, an estimated $650K.
ClearBridge Investments first reported a position in Belden in Q2 2017 and held it in 14 quarters.
ClearBridge Investments's Belden position peaked at $3.43M in Q3 2018.
181 funds tracked by Wall St. Rank held Belden as of Q4 2020.

Based on ClearBridge Investments's 13F filing for Q4 2020, filed 10 Feb 2021.