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Hanlon Investment Management’s Belden BDC Stock Holding History

Hanlon 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
-3,316
Closed -$320K – 140
2023
Q3 		$320K Buy
3,316
+422
+15% +$39.4K 0.1% 112
2023
Q2 		$277K Buy
2,894
+74
+3% +$6.34K 0.08% 113
2023
Q1 		$245K Buy
+2,820
New +$234K 0.07% 117

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
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

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

Hanlon Investment Management sold out of Belden (BDC) in Q4 2023, closing a stake of 3,316 shares — an estimated $320K sold.

Hanlon Investment Management first reported a position in BDC in Q1 2023 and held it in 3 quarters. The position peaked at $320K in Q3 2023. 286 funds tracked by Wall St. Rank hold BDC as of Q4 2023.

  • Hanlon Investment Management reported no remaining Belden position as of Q4 2023 after selling out during the quarter.
  • Hanlon Investment Management sold 3,316 Belden shares in Q4 2023, an estimated $320K.
  • Hanlon Investment Management first reported a position in Belden in Q1 2023 and held it in 3 quarters.
  • Hanlon Investment Management's Belden position peaked at $320K in Q3 2023.
  • 286 funds tracked by Wall St. Rank held Belden as of Q4 2023.

Based on Hanlon Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.