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Sierra Summit Advisors’s Bel Fuse Inc Class A BELFA Stock Holding History

Sierra Summit Advisors’s Portfolio BELFA Stock Details BELFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,244
Closed -$422K – 152
2024
Q3 		$422K Buy
+4,244
New +$369K 0.1% 112

Other funds holding BELFA

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sierra Summit Advisors's BELFA Position: Q4 2024 in Review

Sierra Summit Advisors sold out of Bel Fuse Inc Class A (BELFA) in Q4 2024, closing a stake of 4,244 shares — an estimated $422K sold.

Sierra Summit Advisors first reported a position in BELFA in Q3 2024 and held it in 1 quarter. The position peaked at $422K in Q3 2024. 56 funds tracked by Wall St. Rank hold BELFA as of Q4 2024.

  • Sierra Summit Advisors reported no remaining Bel Fuse Inc Class A position as of Q4 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 4,244 Bel Fuse Inc Class A shares in Q4 2024, an estimated $422K.
  • Sierra Summit Advisors first reported a position in Bel Fuse Inc Class A in Q3 2024 and held it in 1 quarter.
  • Sierra Summit Advisors's Bel Fuse Inc Class A position peaked at $422K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Bel Fuse Inc Class A as of Q4 2024.

Based on Sierra Summit Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.