FORA Capital’s Belden BDC Stock Holding History

FORA Capital’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	-5,796	Closed	-$417K	–	522
2022 Q4	$417K	Buy	+5,796	New	+$421K	0.07%	300
2021 Q2	–	Sell	-650	Closed	-$29K	–	882
2021 Q1	$29K	Sell	650 -941	-59%	-$42.8K	0.01%	633
2020 Q4	$67K	Buy	1,591 +956	+151%	+$35.3K	0.01%	734
2020 Q3	$20K	Buy	+635	New	+$20.9K	0.01%	580

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 Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

FORA Capital's BDC Position: Q1 2023 in Review

FORA Capital sold out of Belden (BDC) in Q1 2023, closing a stake of 5,796 shares — an estimated $417K sold.

FORA Capital first reported a position in BDC in Q3 2020 and held it in 4 quarters. The position peaked at $417K in Q4 2022. 319 funds tracked by Wall St. Rank hold BDC as of Q1 2023.

FORA Capital reported no remaining Belden position as of Q1 2023 after selling out during the quarter.
FORA Capital sold 5,796 Belden shares in Q1 2023, an estimated $417K.
FORA Capital first reported a position in Belden in Q3 2020 and held it in 4 quarters.
FORA Capital's Belden position peaked at $417K in Q4 2022.
319 funds tracked by Wall St. Rank held Belden as of Q1 2023.

Based on FORA Capital's 13F filing for Q1 2023, filed 12 May 2023.