Kula Investments’s Belden BDC Stock Holding History

Kula 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
2023 Q1	–	Sell	-3,793	Closed	-$273K	–	614
2022 Q4	$273K	Buy	+3,793	New	+$275K	0.08%	424

Other funds holding BDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Kula Investments's BDC Position: Q1 2023 in Review

Kula Investments sold out of Belden (BDC) in Q1 2023, closing a stake of 3,793 shares — an estimated $273K sold.

Kula Investments first reported a position in BDC in Q4 2022 and held it in 1 quarter. The position peaked at $273K in Q4 2022. 319 funds tracked by Wall St. Rank hold BDC as of Q1 2023.

Kula Investments reported no remaining Belden position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 3,793 Belden shares in Q1 2023, an estimated $273K.
Kula Investments first reported a position in Belden in Q4 2022 and held it in 1 quarter.
Kula Investments's Belden position peaked at $273K in Q4 2022.
319 funds tracked by Wall St. Rank held Belden as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.