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USA Financial Formulas’s Belden BDC Stock Holding History

USA Financial Formulas’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
2023
Q4 		– Sell
-914
Closed -$88.2K – 363
2023
Q3 		$88.2K Hold
914
– – 0.13% 162
2023
Q2 		$87.4K Sell
914
-49
-5% -$4.2K 0.13% 116
2023
Q1 		$83.6K Buy
+963
New +$79.9K 0.14% 93
2022
Q3 		$32K Buy
+533
New +$33.9K 0.05% 91
2022
Q1 		– Sell
-1,888
Closed -$124K – 359
2021
Q4 		$124K Buy
+1,888
New +$118K 0.11% 96

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

USA Financial Formulas's BDC Position: Q4 2023 in Review

USA Financial Formulas sold out of Belden (BDC) in Q4 2023, closing a stake of 914 shares — an estimated $88.2K sold.

USA Financial Formulas first reported a position in BDC in Q4 2021 and held it in 5 quarters. The position peaked at $124K in Q4 2021. 286 funds tracked by Wall St. Rank hold BDC as of Q4 2023.

  • USA Financial Formulas reported no remaining Belden position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 914 Belden shares in Q4 2023, an estimated $88.2K.
  • USA Financial Formulas first reported a position in Belden in Q4 2021 and held it in 5 quarters.
  • USA Financial Formulas's Belden position peaked at $124K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held Belden as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.