SFO
BELFB

Stokes Family Office’s Bel Fuse Inc Class B BELFB Stock Holding History

Stokes Family Office’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,667
Closed -$223K – 236
2023
Q3 		$223K Sell
4,667
-248
-5% -$12.8K 0.03% 287
2023
Q2 		$282K Sell
4,915
-1,334
-21% -$61K 0.03% 246
2023
Q1 		$235K Sell
6,249
-209
-3% -$7.53K 0.03% 255
2022
Q4 		$213K Buy
+6,458
New +$211K 0.03% 255

Other funds holding BELFB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stokes Family Office's BELFB Position: Q4 2023 in Review

Stokes Family Office sold out of Bel Fuse Inc Class B (BELFB) in Q4 2023, closing a stake of 4,667 shares — an estimated $223K sold.

Stokes Family Office first reported a position in BELFB in Q4 2022 and held it in 4 quarters. The position peaked at $282K in Q2 2023. 146 funds tracked by Wall St. Rank hold BELFB as of Q4 2023.

  • Stokes Family Office reported no remaining Bel Fuse Inc Class B position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 4,667 Bel Fuse Inc Class B shares in Q4 2023, an estimated $223K.
  • Stokes Family Office first reported a position in Bel Fuse Inc Class B in Q4 2022 and held it in 4 quarters.
  • Stokes Family Office's Bel Fuse Inc Class B position peaked at $282K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.