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SummerHaven Investment Management’s Belden BDC Stock Holding History

SummerHaven Investment 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
2021
Q3 		– Sell
-13,702
Closed -$693K – 213
2021
Q2 		$693K Buy
13,702
+316
+2% +$15.4K 0.4% 143
2021
Q1 		$594K Hold
13,386
– – 0.36% 164
2020
Q4 		$561K Buy
+13,386
New +$495K 0.43% 141

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SummerHaven Investment Management's BDC Position: Q3 2021 in Review

SummerHaven Investment Management sold out of Belden (BDC) in Q3 2021, closing a stake of 13,702 shares — an estimated $693K sold.

SummerHaven Investment Management first reported a position in BDC in Q4 2020 and held it in 3 quarters. The position peaked at $693K in Q2 2021. 196 funds tracked by Wall St. Rank hold BDC as of Q3 2021.

  • SummerHaven Investment Management reported no remaining Belden position as of Q3 2021 after selling out during the quarter.
  • SummerHaven Investment Management sold 13,702 Belden shares in Q3 2021, an estimated $693K.
  • SummerHaven Investment Management first reported a position in Belden in Q4 2020 and held it in 3 quarters.
  • SummerHaven Investment Management's Belden position peaked at $693K in Q2 2021.
  • 196 funds tracked by Wall St. Rank held Belden as of Q3 2021.

Based on SummerHaven Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.