Washington Trust’s Belden BDC Stock Holding History

Washington Trust’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	-15	Closed	-$1.45K	–	840
2023 Q3	$1.45K	Sell	15 -1	-6%	-$93	﹤0.01%	786
2023 Q2	$1.53K	Buy	16 +2	+14%	+$171	﹤0.01%	814
2023 Q1	$1.22K	Hold	14	–	–	﹤0.01%	874
2022 Q4	$1.01K	Sell	14 -5	-26%	-$363	﹤0.01%	905
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	835
2022 Q2	$1K	Sell	19 -1	-5%	-$54	﹤0.01%	840
2022 Q1	$1K	Sell	20 -5	-20%	-$288	﹤0.01%	870
2021 Q4	$2K	Sell	25 -2	-7%	-$125	﹤0.01%	810
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	940
2021 Q2	$1K	Buy	27 +2	+8%	+$98	﹤0.01%	983
2021 Q1	$1K	Sell	25 -4	-14%	-$182	﹤0.01%	943
2020 Q4	$1K	Sell	29 -4	-12%	-$148	﹤0.01%	922
2020 Q3	$1K	Sell	33 -2	-6%	-$66	﹤0.01%	906
2020 Q2	$1K	Sell	35 -10	-22%	-$333	﹤0.01%	801
2020 Q1	$2K	Buy	+45	New	+$2.06K	﹤0.01%	819

Other funds holding BDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Washington Trust's BDC Position: Q4 2023 in Review

Washington Trust sold out of Belden (BDC) in Q4 2023, closing a stake of 15 shares — an estimated $1.45K sold.

Washington Trust first reported a position in BDC in Q1 2020 and held it in 15 quarters. The position peaked at $2K in Q4 2021. 286 funds tracked by Wall St. Rank hold BDC as of Q4 2023.

Washington Trust reported no remaining Belden position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 15 Belden shares in Q4 2023, an estimated $1.45K.
Washington Trust first reported a position in Belden in Q1 2020 and held it in 15 quarters.
Washington Trust's Belden position peaked at $2K in Q4 2021.
286 funds tracked by Wall St. Rank held Belden as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.