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Unified Trust Company’s Belden BDC Stock Holding History

Unified Trust Company’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 		$1.54M Buy
26,493
+3,254
+14% +$174K 0.45% 50
2021
Q2 		$1.18M Buy
23,239
+4,428
+24% +$216K 0.35% 51
2021
Q1 		$834K Buy
18,811
+5,737
+44% +$261K 0.27% 52
2020
Q4 		$587K Buy
13,074
+5,961
+84% +$220K 0.34% 40
2020
Q3 		$221K Buy
+7,113
New +$234K 0.16% 53

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

Unified Trust Company's BDC Position: Q3 2021 in Review

Unified Trust Company increased its Belden (BDC) stake by 14% in Q3 2021, buying an estimated $174K and bringing the position to 26,493 shares worth $1.54M. The position accounts for 0.45% of the portfolio, ranked #50.

Unified Trust Company first reported a position in BDC in Q3 2020 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold BDC as of Q3 2021.

  • Unified Trust Company held 26,493 shares of Belden worth $1.54M as of Q3 2021.
  • Unified Trust Company bought 3,254 Belden shares in Q3 2021, an estimated $174K.
  • Belden made up 0.45% of Unified Trust Company's portfolio in Q3 2021, its #50 holding.
  • Unified Trust Company first reported a position in Belden in Q3 2020 and has held it in 5 quarters since.
  • 196 funds tracked by Wall St. Rank held Belden as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.