Contravisory Investment Management’s Belden BDC Stock Holding History

Contravisory 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
2023 Q4	–	Sell	-222	Closed	-$21.4K	–	367
2023 Q3	$21.4K	Hold	222	–	–	0.01%	245
2023 Q2	$21.2K	Buy	222 +132	+147%	+$11.3K	0.01%	237
2023 Q1	$7.81K	Hold	90	–	–	﹤0.01%	290
2022 Q4	$6.47K	Hold	90	–	–	﹤0.01%	269
2022 Q3	$5K	Hold	90	–	–	﹤0.01%	273
2022 Q2	$5K	Hold	90	–	–	﹤0.01%	273
2022 Q1	$5K	Buy	+90	New	+$5.18K	﹤0.01%	284
2015 Q1	–	Sell	-295	Closed	-$23K	–	165
2014 Q4	$23K	Sell	295 -139,332	-100%	-$9.87M	﹤0.01%	100
2014 Q3	$8.94M	Sell	139,627 -8,320	-6%	-$602K	1.86%	37
2014 Q2	$11.6M	Sell	147,947 -6,177	-4%	-$453K	2.28%	23
2014 Q1	$10.7M	Buy	+154,124	New	+$10.7M	2.11%	30

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Contravisory Investment Management's BDC Position: Q4 2023 in Review

Contravisory Investment Management sold out of Belden (BDC) in Q4 2023, closing a stake of 222 shares — an estimated $21.4K sold.

Contravisory Investment Management first reported a position in BDC in Q1 2014 and held it in 11 quarters. The position peaked at $11.6M in Q2 2014. 286 funds tracked by Wall St. Rank hold BDC as of Q4 2023.

Contravisory Investment Management reported no remaining Belden position as of Q4 2023 after selling out during the quarter.
Contravisory Investment Management sold 222 Belden shares in Q4 2023, an estimated $21.4K.
Contravisory Investment Management first reported a position in Belden in Q1 2014 and held it in 11 quarters.
Contravisory Investment Management's Belden position peaked at $11.6M in Q2 2014.
286 funds tracked by Wall St. Rank held Belden as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.