Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Belden BDC Stock Holding History

Jacobs Levy Equity 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
2024
Q2 		– Sell
-11,109
Closed -$1.03M – 962
2024
Q1 		$1.03M Sell
11,109
-15,645
-58% -$1.27M ﹤0.01% 711
2023
Q4 		$2.07M Buy
+26,754
New +$1.99M 0.01% 596
2023
Q1 		– Sell
-166,723
Closed -$12M – 965
2022
Q4 		$12M Sell
166,723
-59,810
-26% -$4.34M 0.08% 259
2022
Q3 		$13.6M Sell
226,533
-42,249
-16% -$2.69M 0.11% 209
2022
Q2 		$14.3M Sell
268,782
-776
-0.3% -$41.5K 0.11% 218
2022
Q1 		$14.9M Sell
269,558
-42,475
-14% -$2.45M 0.1% 235
2021
Q4 		$20.5M Buy
312,033
+5,710
+2% +$358K 0.14% 179
2021
Q3 		$17.8M Sell
306,323
-82,733
-21% -$4.43M 0.12% 202
2021
Q2 		$19.7M Buy
389,056
+1,205
+0.3% +$58.9K 0.13% 195
2021
Q1 		$17.2M Buy
387,851
+351,927
+980% +$16M 0.13% 196
2020
Q4 		$1.5M Buy
35,924
+13,744
+62% +$508K 0.01% 633
2020
Q3 		$690K Buy
22,180
+8,843
+66% +$291K 0.01% 729
2020
Q2 		$434K Buy
+13,337
New +$444K ﹤0.01% 816
2018
Q1 		– Sell
-21,470
Closed -$1.66M – 1002
2017
Q4 		$1.66M Hold
21,470
– – 0.03% 503
2017
Q3 		$1.73M Buy
+21,470
New +$1.62M 0.03% 477
2017
Q2 		– Sell
-5,090
Closed -$352K – 931
2017
Q1 		$352K Buy
+5,090
New +$374K 0.01% 701
2016
Q4 		– Sell
-19,698
Closed -$1.36M – 961
2016
Q3 		$1.36M Sell
19,698
-46,208
-70% -$3.21M 0.02% 507
2016
Q2 		$3.98M Sell
65,906
-1,240
-2% -$77.5K 0.08% 287
2016
Q1 		$4.12M Buy
+67,146
New +$3.31M 0.09% 253
2014
Q4 		– Sell
-9,000
Closed -$576K – 824
2014
Q3 		$576K Sell
9,000
-1,190
-12% -$86.2K 0.01% 584
2014
Q2 		$796K Buy
+10,190
New +$748K 0.01% 558

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jacobs Levy Equity Management's BDC Position: Q2 2024 in Review

Jacobs Levy Equity Management sold out of Belden (BDC) in Q2 2024, closing a stake of 11,109 shares — an estimated $1.03M sold.

Jacobs Levy Equity Management first reported a position in BDC in Q2 2014 and held it in 21 quarters. The position peaked at $20.5M in Q4 2021. 293 funds tracked by Wall St. Rank hold BDC as of Q2 2024.

  • Jacobs Levy Equity Management reported no remaining Belden position as of Q2 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 11,109 Belden shares in Q2 2024, an estimated $1.03M.
  • Jacobs Levy Equity Management first reported a position in Belden in Q2 2014 and held it in 21 quarters.
  • Jacobs Levy Equity Management's Belden position peaked at $20.5M in Q4 2021.
  • 293 funds tracked by Wall St. Rank held Belden as of Q2 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2024, filed 14 Aug 2024.