Measured Wealth Private Client Group’s Belden BDC Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-8,210	Closed	-$793K	–	179
2023 Q3	$793K	Buy	8,210 +1,687	+26%	+$158K	0.32%	48
2023 Q2	$624K	Sell	6,523 -13	-0.2%	-$1.11K	0.24%	65
2023 Q1	$567K	Buy	6,536 +874	+15%	+$72.5K	0.22%	67
2022 Q4	$407K	Sell	5,662 -271	-5%	-$19.7K	0.17%	84
2022 Q3	$356K	Buy	5,933 +51	+0.9%	+$3.24K	0.16%	86
2022 Q2	$313K	Buy	5,882 +199	+4%	+$10.7K	0.14%	112
2022 Q1	$315K	Buy	5,683 +147	+3%	+$8.46K	0.12%	109
2021 Q4	$364K	Sell	5,536 -1,491	-21%	-$93.5K	0.13%	98
2021 Q3	$409K	Sell	7,027 -1,381	-16%	-$74K	0.16%	84
2021 Q2	$425K	Buy	8,408 +1,807	+27%	+$88.3K	0.14%	95
2021 Q1	$293K	Buy	+6,601	New	+$300K	0.1%	116
2018 Q4	–	Sell	-300	Closed	-$21K	–	163
2018 Q3	$21K	Buy	+300	New	+$20.6K	0.01%	514

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Measured Wealth Private Client Group's BDC Position: Q4 2023 in Review

Measured Wealth Private Client Group sold out of Belden (BDC) in Q4 2023, closing a stake of 8,210 shares — an estimated $793K sold.

Measured Wealth Private Client Group first reported a position in BDC in Q3 2018 and held it in 12 quarters. The position peaked at $793K in Q3 2023. 286 funds tracked by Wall St. Rank hold BDC as of Q4 2023.

Measured Wealth Private Client Group reported no remaining Belden position as of Q4 2023 after selling out during the quarter.
Measured Wealth Private Client Group sold 8,210 Belden shares in Q4 2023, an estimated $793K.
Measured Wealth Private Client Group first reported a position in Belden in Q3 2018 and held it in 12 quarters.
Measured Wealth Private Client Group's Belden position peaked at $793K in Q3 2023.
286 funds tracked by Wall St. Rank held Belden as of Q4 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2023, filed 6 Feb 2024.