Navellier & Associates’s Belden BDC Stock Holding History

Navellier & Associates’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
2025 Q1	–	Sell	-2,014	Closed	-$227K	–	310
2024 Q4	$227K	Buy	+2,014	New	+$240K	0.03%	302

Other funds holding BDC

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Navellier & Associates's BDC Position: Q1 2025 in Review

Navellier & Associates sold out of Belden (BDC) in Q1 2025, closing a stake of 2,014 shares — an estimated $227K sold.

Navellier & Associates first reported a position in BDC in Q4 2024 and held it in 1 quarter. The position peaked at $227K in Q4 2024. 338 funds tracked by Wall St. Rank hold BDC as of Q1 2025.

Navellier & Associates reported no remaining Belden position as of Q1 2025 after selling out during the quarter.
Navellier & Associates sold 2,014 Belden shares in Q1 2025, an estimated $227K.
Navellier & Associates first reported a position in Belden in Q4 2024 and held it in 1 quarter.
Navellier & Associates's Belden position peaked at $227K in Q4 2024.
338 funds tracked by Wall St. Rank held Belden as of Q1 2025.

Based on Navellier & Associates's 13F filing for Q1 2025, filed 6 May 2025.