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Systematic Financial Management’s Belden BDC Stock Holding History

Systematic Financial 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
2019
Q4 		– Sell
-10,940
Closed -$584K – 514
2019
Q3 		$584K Sell
10,940
-4,600
-30% -$231K 0.03% 235
2019
Q2 		$926K Sell
15,540
-5,835
-27% -$335K 0.04% 347
2019
Q1 		$1.15M Sell
21,375
-9,670
-31% -$530K 0.04% 437
2018
Q4 		$1.3M Sell
31,045
-155,790
-83% -$8.48M 0.04% 276
2018
Q3 		$13.3M Sell
186,835
-454
-0.2% -$31.2K 0.32% 121
2018
Q2 		$11.4M Buy
187,289
+59,669
+47% +$3.66M 0.28% 146
2018
Q1 		$8.8M Sell
127,620
-637,632
-83% -$49M 0.19% 178
2017
Q4 		$59.1M Sell
765,252
-8,255
-1% -$682K 1.18% 7
2017
Q3 		$62.3M Buy
773,507
+71,812
+10% +$5.43M 1.26% 6
2017
Q2 		$52.9M Buy
701,695
+167,361
+31% +$12M 0.98% 11
2017
Q1 		$37M Sell
534,334
-46,570
-8% -$3.42M 0.65% 38
2016
Q4 		$43.4M Sell
580,904
-30,844
-5% -$2.2M 0.69% 31
2016
Q3 		$42.2M Buy
611,748
+507,106
+485% +$35.3M 0.59% 44
2016
Q2 		$6.32M Sell
104,642
-5,787
-5% -$362K 0.09% 222
2016
Q1 		$6.78M Sell
110,429
-12,342
-10% -$609K 0.08% 230
2015
Q4 		$5.85M Sell
122,771
-10,579
-8% -$582K 0.06% 257
2015
Q3 		$6.23M Sell
133,350
-1,431
-1% -$84.3K 0.07% 271
2015
Q2 		$10.9M Sell
134,781
-5,289
-4% -$464K 0.09% 233
2015
Q1 		$13.1M Buy
140,070
+5,200
+4% +$448K 0.1% 223
2014
Q4 		$10.6M Buy
+134,870
New +$9.56M 0.08% 263

Other funds holding BDC

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Systematic Financial Management's BDC Position: Q4 2019 in Review

Systematic Financial Management sold out of Belden (BDC) in Q4 2019, closing a stake of 10,940 shares — an estimated $584K sold.

Systematic Financial Management first reported a position in BDC in Q4 2014 and held it in 20 quarters. The position peaked at $62.3M in Q3 2017. 197 funds tracked by Wall St. Rank hold BDC as of Q4 2019.

  • Systematic Financial Management reported no remaining Belden position as of Q4 2019 after selling out during the quarter.
  • Systematic Financial Management sold 10,940 Belden shares in Q4 2019, an estimated $584K.
  • Systematic Financial Management first reported a position in Belden in Q4 2014 and held it in 20 quarters.
  • Systematic Financial Management's Belden position peaked at $62.3M in Q3 2017.
  • 197 funds tracked by Wall St. Rank held Belden as of Q4 2019.

Based on Systematic Financial Management's 13F filing for Q4 2019, filed 14 Feb 2020.