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Schechter Investment Advisors’s Belden BDC Stock Holding History

Schechter Investment Advisors’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 		$1.66M Sell
16,589
-2,870
-15% -$318K 0.14% 146
2024
Q4 		$2.19M Sell
19,459
-442
-2% -$52.8K 0.17% 117
2024
Q3 		$2.33M Buy
19,901
+58
+0.3% +$5.82K 0.17% 107
2024
Q2 		$1.86M Buy
19,843
+452
+2% +$41.1K 0.14% 133
2024
Q1 		$1.8M Buy
19,391
+3,320
+21% +$271K 0.13% 141
2023
Q4 		$1.24M Buy
16,071
+4,260
+36% +$317K 0.11% 186
2023
Q3 		$1.14M Buy
+11,811
New +$1.1M 0.11% 198

Other funds holding BDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Schechter Investment Advisors's BDC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Belden (BDC) stake by 15% in Q1 2025, selling an estimated $318K and leaving 16,589 shares worth $1.66M. The position accounts for 0.14% of the portfolio, ranked #146.

Schechter Investment Advisors first reported a position in BDC in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.33M in Q3 2024. 338 funds tracked by Wall St. Rank hold BDC as of Q1 2025.

  • Schechter Investment Advisors held 16,589 shares of Belden worth $1.66M as of Q1 2025.
  • Schechter Investment Advisors sold 2,870 Belden shares in Q1 2025, an estimated $318K.
  • Belden made up 0.14% of Schechter Investment Advisors's portfolio in Q1 2025, its #146 holding.
  • Schechter Investment Advisors first reported a position in Belden in Q3 2023 and has held it in 7 quarters since.
  • Schechter Investment Advisors's Belden position peaked at $2.33M in Q3 2024.
  • 338 funds tracked by Wall St. Rank held Belden as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.