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Leeward Investments’s Belden BDC Stock Holding History

Leeward 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
2026
Q1 		$15.8M Buy
137,376
+6,923
+5% +$872K 0.78% 49
2025
Q4 		$15.2M Buy
130,453
+46,026
+55% +$5.37M 0.77% 47
2025
Q3 		$10.2M Buy
84,427
+8,257
+11% +$1.04M 0.52% 87
2025
Q2 		$8.82M Sell
76,170
-2,855
-4% -$300K 0.47% 99
2025
Q1 		$7.92M Buy
79,025
+11,171
+16% +$1.24M 0.42% 111
2024
Q4 		$7.64M Sell
67,854
-5,052
-7% -$603K 0.38% 122
2024
Q3 		$8.54M Sell
72,906
-254
-0.3% -$25.5K 0.4% 115
2024
Q2 		$6.86M Buy
73,160
+3,905
+6% +$355K 0.32% 131
2024
Q1 		$6.41M Sell
69,255
-2,959
-4% -$241K 0.28% 137
2023
Q4 		$5.58M Sell
72,214
-51,854
-42% -$3.85M 0.26% 139
2023
Q3 		$12M Sell
124,068
-9,389
-7% -$877K 0.61% 81
2023
Q2 		$12.8M Sell
133,457
-25,681
-16% -$2.2M 0.6% 77
2023
Q1 		$13.8M Sell
159,138
-26,989
-15% -$2.24M 0.63% 77
2022
Q4 		$13.4M Sell
186,127
-22,718
-11% -$1.65M 0.59% 83
2022
Q3 		$12.5M Sell
208,845
-3,996
-2% -$254K 0.6% 79
2022
Q2 		$11.3M Sell
212,841
-6,251
-3% -$335K 0.52% 89
2022
Q1 		$12.1M Buy
+219,092
New +$12.6M 0.48% 96

Other funds holding BDC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return