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Shelton Capital Management’s Belden BDC Stock Holding History

Shelton Capital Management’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
-1,808
Closed -$204K – 705
2024
Q4 		$204K Hold
1,808
– – 0.01% 696
2024
Q3 		$212K Buy
+1,808
New +$181K 0.01% 693
2023
Q4 		– Sell
-2,213
Closed -$214K – 733
2023
Q3 		$214K Sell
2,213
-15
-0.7% -$1.4K 0.01% 630
2023
Q2 		$213K Buy
+2,228
New +$191K 0.01% 674
2018
Q4 		– Sell
-3,213
Closed -$229K – 797
2018
Q3 		$229K Buy
+3,213
New +$221K 0.01% 776
2018
Q2 		– Sell
-3,213
Closed -$222K – 862
2018
Q1 		$222K Hold
3,213
– – 0.01% 722
2017
Q4 		$248K Hold
3,213
– – 0.02% 692
2017
Q3 		$259K Hold
3,213
– – 0.02% 639
2017
Q2 		$242K Hold
3,213
– – 0.02% 709
2017
Q1 		$222K Sell
3,213
-888
-22% -$65.3K 0.02% 752
2016
Q4 		$307K Hold
4,101
– – 0.02% 600
2016
Q3 		$283K Hold
4,101
– – 0.02% 598
2016
Q2 		$248K Hold
4,101
– – 0.02% 626
2016
Q1 		$252K Buy
+4,101
New +$202K 0.02% 632
2015
Q3 		– Sell
-4,101
Closed -$333K – 747
2015
Q2 		$333K Sell
4,101
-3,409
-45% -$299K 0.03% 536
2015
Q1 		$703K Sell
7,510
-356
-5% -$30.7K 0.08% 269
2014
Q4 		$620K Sell
7,866
-327
-4% -$23.2K 0.07% 289
2014
Q3 		$525K Buy
8,193
+4,784
+140% +$346K 0.07% 322
2014
Q2 		$266K Hold
3,409
– – 0.04% 619
2014
Q1 		$237K Hold
3,409
– – 0.03% 644
2013
Q4 		$240K Hold
3,409
– – 0.04% 622
2013
Q3 		$218K Buy
+3,409
New +$200K 0.04% 610

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

Shelton Capital Management's BDC Position: Q1 2025 in Review

Shelton Capital Management sold out of Belden (BDC) in Q1 2025, closing a stake of 1,808 shares — an estimated $204K sold.

Shelton Capital Management first reported a position in BDC in Q3 2013 and held it in 22 quarters. The position peaked at $703K in Q1 2015. 338 funds tracked by Wall St. Rank hold BDC as of Q1 2025.

  • Shelton Capital Management reported no remaining Belden position as of Q1 2025 after selling out during the quarter.
  • Shelton Capital Management sold 1,808 Belden shares in Q1 2025, an estimated $204K.
  • Shelton Capital Management first reported a position in Belden in Q3 2013 and held it in 22 quarters.
  • Shelton Capital Management's Belden position peaked at $703K in Q1 2015.
  • 338 funds tracked by Wall St. Rank held Belden as of Q1 2025.

Based on Shelton Capital Management's 13F filing for Q1 2025, filed 15 May 2025.