Whittier Trust’s Belden BDC Stock Holding History

Whittier 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
2025 Q1	–	Sell	-45	Closed	-$5.07K	–	1497
2024 Q4	$5.07K	Hold	45	–	–	﹤0.01%	1364
2024 Q3	$5.27K	Hold	45	–	–	﹤0.01%	1368
2024 Q2	$4.22K	Sell	45 -298	-87%	-$27.1K	﹤0.01%	1358
2024 Q1	$31.8K	Buy	343 +298	+662%	+$24.3K	﹤0.01%	1027
2023 Q4	$3.48K	Hold	45	–	–	﹤0.01%	1362
2023 Q3	$4.34K	Hold	45	–	–	﹤0.01%	1393
2023 Q2	$4.3K	Hold	45	–	–	﹤0.01%	1383
2023 Q1	$3.9K	Hold	45	–	–	﹤0.01%	1425
2022 Q4	$3.23K	Hold	45	–	–	﹤0.01%	1442
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	1510
2022 Q2	$2K	Hold	45	–	–	﹤0.01%	1544
2022 Q1	$2K	Hold	45	–	–	﹤0.01%	1561
2021 Q4	$3K	Hold	45	–	–	﹤0.01%	1461
2021 Q3	$3K	Sell	45 -1,009	-96%	-$54.1K	﹤0.01%	1369
2021 Q2	$53K	Sell	1,054 -994	-49%	-$48.6K	﹤0.01%	940
2021 Q1	$91K	Sell	2,048 -497	-20%	-$22.6K	﹤0.01%	799
2020 Q4	$107K	Hold	2,545	–	–	﹤0.01%	696
2020 Q3	$79K	Buy	2,545 +500	+24%	+$16.5K	﹤0.01%	745
2020 Q2	$67K	Hold	2,045	–	–	﹤0.01%	745
2020 Q1	$74K	Hold	2,045	–	–	﹤0.01%	722
2019 Q4	$112K	Hold	2,045	–	–	﹤0.01%	674
2019 Q3	$109K	Hold	2,045	–	–	﹤0.01%	670
2019 Q2	$122K	Hold	2,045	–	–	﹤0.01%	621
2019 Q1	$110K	Hold	2,045	–	–	﹤0.01%	640
2018 Q4	$85K	Hold	2,045	–	–	﹤0.01%	670
2018 Q3	$146K	Hold	2,045	–	–	﹤0.01%	564
2018 Q2	$125K	Hold	2,045	–	–	﹤0.01%	585
2018 Q1	$141K	Hold	2,045	–	–	﹤0.01%	570
2017 Q4	$158K	Hold	2,045	–	–	0.01%	540
2017 Q3	$165K	Hold	2,045	–	–	0.01%	527
2017 Q2	$154K	Hold	2,045	–	–	0.01%	505
2017 Q1	$141K	Hold	2,045	–	–	0.01%	525
2016 Q4	$153K	Hold	2,045	–	–	0.01%	506
2016 Q3	$141K	Hold	2,045	–	–	0.01%	511
2016 Q2	$123K	Hold	2,045	–	–	0.01%	546
2016 Q1	$126K	Hold	2,045	–	–	0.01%	537
2015 Q4	$98K	Hold	2,045	–	–	﹤0.01%	590
2015 Q3	$95K	Hold	2,045	–	–	﹤0.01%	589
2015 Q2	$166K	Hold	2,045	–	–	0.01%	508
2015 Q1	$191K	Hold	2,045	–	–	0.01%	472
2014 Q4	$161K	Hold	2,045	–	–	0.01%	470
2014 Q3	$131K	Hold	2,045	–	–	0.01%	491
2014 Q2	$160K	Buy	2,045 +2,000	+4,444%	+$147K	0.01%	465
2014 Q1	$3K	Hold	45	–	–	﹤0.01%	994
2013 Q4	$3K	Hold	45	–	–	﹤0.01%	996
2013 Q3	$3K	Hold	45	–	–	﹤0.01%	994
2013 Q2	$2K	Buy	+45	New	+$2.28K	﹤0.01%	1020

Other funds holding BDC

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Whittier Trust's BDC Position: Q1 2025 in Review

Whittier Trust sold out of Belden (BDC) in Q1 2025, closing a stake of 45 shares — an estimated $5.07K sold.

Whittier Trust first reported a position in BDC in Q2 2013 and held it in 47 quarters. The position peaked at $191K in Q1 2015. 338 funds tracked by Wall St. Rank hold BDC as of Q1 2025.

Whittier Trust reported no remaining Belden position as of Q1 2025 after selling out during the quarter.
Whittier Trust sold 45 Belden shares in Q1 2025, an estimated $5.07K.
Whittier Trust first reported a position in Belden in Q2 2013 and held it in 47 quarters.
Whittier Trust's Belden position peaked at $191K in Q1 2015.
338 funds tracked by Wall St. Rank held Belden as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.