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Kalmar Investments’s Belden BDC Stock Holding History

Kalmar Investments’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
2017
Q1 		$9.39M Sell
135,738
-381,785
-74% -$28.1M 2.12% 7
2016
Q4 		$38.7M Sell
517,523
-229,336
-31% -$16.3M 1.99% 3
2016
Q3 		$51.5M Sell
746,859
-42,265
-5% -$2.94M 2.35% 3
2016
Q2 		$47.6M Sell
789,124
-78,075
-9% -$4.88M 2.1% 5
2016
Q1 		$53.2M Buy
867,199
+74,550
+9% +$3.68M 2.19% 3
2015
Q4 		$37.8M Sell
792,649
-38,989
-5% -$2.14M 0.93% 47
2015
Q3 		$38.8M Sell
831,638
-107,326
-11% -$6.33M 0.91% 46
2015
Q2 		$76.3M Sell
938,964
-40,164
-4% -$3.52M 1.44% 8
2015
Q1 		$91.6M Sell
979,128
-86,989
-8% -$7.49M 1.7% 4
2014
Q4 		$84M Sell
1,066,117
-49,239
-4% -$3.49M 1.56% 11
2014
Q3 		$71.4M Sell
1,115,356
-20,765
-2% -$1.5M 1.36% 14
2014
Q2 		$88.8M Sell
1,136,121
-227,565
-17% -$16.7M 1.53% 9
2014
Q1 		$94.9M Sell
1,363,686
-20,484
-1% -$1.42M 1.6% 7
2013
Q4 		$97.5M Sell
1,384,170
-5,853
-0.4% -$396K 1.63% 7
2013
Q3 		$89M Sell
1,390,023
-34,105
-2% -$2M 1.57% 5
2013
Q2 		$71.1M Buy
+1,424,128
New +$72.3M 1.4% 9

Other funds holding BDC

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Kalmar Investments's BDC Position: Q1 2017 in Review

Kalmar Investments reduced its Belden (BDC) stake by 74% in Q1 2017, selling an estimated $28.1M and leaving 135,738 shares worth $9.39M. The position accounts for 2.12% of the portfolio, ranked #7.

Kalmar Investments first reported a position in BDC in Q2 2013 and has held it in 16 quarters since. The position peaked at $97.5M in Q4 2013. 244 funds tracked by Wall St. Rank hold BDC as of Q1 2017.

  • Kalmar Investments held 135,738 shares of Belden worth $9.39M as of Q1 2017.
  • Kalmar Investments sold 381,785 Belden shares in Q1 2017, an estimated $28.1M.
  • Belden made up 2.12% of Kalmar Investments's portfolio in Q1 2017, its #7 holding.
  • Kalmar Investments first reported a position in Belden in Q2 2013 and has held it in 16 quarters since.
  • Kalmar Investments's Belden position peaked at $97.5M in Q4 2013.
  • 244 funds tracked by Wall St. Rank held Belden as of Q1 2017.

Based on Kalmar Investments's 13F filing for Q1 2017, filed 26 Apr 2017.