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Harbor Investment Advisory’s Belden BDC Stock Holding History

Harbor Investment Advisory’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
-699
Closed -$22K – 1196
2020
Q3 		$22K Buy
699
+359
+106% +$11.8K ﹤0.01% 712
2020
Q2 		$11K Buy
340
+51
+18% +$1.7K ﹤0.01% 757
2020
Q1 		$10K Buy
+289
New +$13.2K ﹤0.01% 732

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 Associates
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harbor Investment Advisory's BDC Position: Q4 2020 in Review

Harbor Investment Advisory sold out of Belden (BDC) in Q4 2020, closing a stake of 699 shares — an estimated $22K sold.

Harbor Investment Advisory first reported a position in BDC in Q1 2020 and held it in 3 quarters. The position peaked at $22K in Q3 2020. 181 funds tracked by Wall St. Rank hold BDC as of Q4 2020.

  • Harbor Investment Advisory reported no remaining Belden position as of Q4 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 699 Belden shares in Q4 2020, an estimated $22K.
  • Harbor Investment Advisory first reported a position in Belden in Q1 2020 and held it in 3 quarters.
  • Harbor Investment Advisory's Belden position peaked at $22K in Q3 2020.
  • 181 funds tracked by Wall St. Rank held Belden as of Q4 2020.

Based on Harbor Investment Advisory's 13F filing for Q4 2020, filed 4 Feb 2021.