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Petrus Trust Company’s Belden BDC Stock Holding History

Petrus Trust Company’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
2024
Q4 		– Sell
-3,489
Closed -$409K – 597
2024
Q3 		$409K Sell
3,489
-3,316
-49% -$332K 0.04% 304
2024
Q2 		$638K Buy
+6,805
New +$618K 0.06% 133
2023
Q4 		– Sell
-4,121
Closed -$398K – 607
2023
Q3 		$398K Buy
4,121
+1,952
+90% +$182K 0.04% 269
2023
Q2 		$207K Buy
+2,169
New +$186K 0.02% 524
2019
Q2 		– Sell
-3,863
Closed -$207K – 280
2019
Q1 		$207K Sell
3,863
-3,121
-45% -$171K 0.04% 224
2018
Q4 		$292K Buy
+6,984
New +$380K 0.06% 95
2018
Q3 		– Sell
-3,362
Closed -$205K – 253
2018
Q2 		$205K Buy
+3,362
New +$206K 0.04% 240

Other funds holding BDC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Petrus Trust Company's BDC Position: Q4 2024 in Review

Petrus Trust Company sold out of Belden (BDC) in Q4 2024, closing a stake of 3,489 shares — an estimated $409K sold.

Petrus Trust Company first reported a position in BDC in Q2 2018 and held it in 7 quarters. The position peaked at $638K in Q2 2024. 340 funds tracked by Wall St. Rank hold BDC as of Q4 2024.

  • Petrus Trust Company reported no remaining Belden position as of Q4 2024 after selling out during the quarter.
  • Petrus Trust Company sold 3,489 Belden shares in Q4 2024, an estimated $409K.
  • Petrus Trust Company first reported a position in Belden in Q2 2018 and held it in 7 quarters.
  • Petrus Trust Company's Belden position peaked at $638K in Q2 2024.
  • 340 funds tracked by Wall St. Rank held Belden as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.