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Harel Insurance Investments & Financial Services’s Belden BDC Stock Holding History

Harel Insurance Investments & Financial Services’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
2024
Q1 		– Sell
-2,720
Closed -$213K – 544
2023
Q4 		$213K Sell
2,720
-22
-0.8% -$1.64K ﹤0.01% 283
2023
Q3 		$264K Buy
+2,742
New +$256K 0.01% 256

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BDC Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Belden (BDC) in Q1 2024, closing a stake of 2,720 shares — an estimated $213K sold.

Harel Insurance Investments & Financial Services first reported a position in BDC in Q3 2023 and held it in 2 quarters. The position peaked at $264K in Q3 2023. 281 funds tracked by Wall St. Rank hold BDC as of Q1 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Belden position as of Q1 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,720 Belden shares in Q1 2024, an estimated $213K.
  • Harel Insurance Investments & Financial Services first reported a position in Belden in Q3 2023 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Belden position peaked at $264K in Q3 2023.
  • 281 funds tracked by Wall St. Rank held Belden as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.