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Ergoteles’s Belden BDC Stock Holding History

Ergoteles’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
Q1 		– Sell
-11,158
Closed -$802K – 1269
2022
Q4 		$802K Buy
11,158
+5,099
+84% +$370K 0.03% 539
2022
Q3 		$364K Buy
+6,059
New +$385K 0.01% 890
2021
Q3 		– Sell
-4,152
Closed -$210K – 1223
2021
Q2 		$210K Buy
+4,152
New +$203K ﹤0.01% 1247

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ergoteles's BDC Position: Q1 2023 in Review

Ergoteles sold out of Belden (BDC) in Q1 2023, closing a stake of 11,158 shares — an estimated $802K sold.

Ergoteles first reported a position in BDC in Q2 2021 and held it in 3 quarters. The position peaked at $802K in Q4 2022. 319 funds tracked by Wall St. Rank hold BDC as of Q1 2023.

  • Ergoteles reported no remaining Belden position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 11,158 Belden shares in Q1 2023, an estimated $802K.
  • Ergoteles first reported a position in Belden in Q2 2021 and held it in 3 quarters.
  • Ergoteles's Belden position peaked at $802K in Q4 2022.
  • 319 funds tracked by Wall St. Rank held Belden as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.