Affinity Investment Advisors’s Benchmark Electronics BHE Stock Holding History

Affinity Investment Advisors’s Portfolio BHE Stock Details BHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-27,887	Closed	-$745K	–	187
2021 Q3	$745K	Buy	27,887 +15	+0.1%	+$398	0.33%	114
2021 Q2	$793K	Sell	27,872 -410	-1%	-$12.4K	0.36%	104
2021 Q1	$874K	Hold	28,282	–	–	0.32%	98
2020 Q4	$764K	Buy	28,282 +1,448	+5%	+$34.2K	0.31%	92
2020 Q3	$541K	Buy	26,834 +9,247	+53%	+$188K	0.24%	102
2020 Q2	$380K	Hold	17,587	–	–	0.18%	114
2020 Q1	$352K	Buy	+17,587	New	+$498K	0.18%	108

Other funds holding BHE

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Affinity Investment Advisors's BHE Position: Q4 2021 in Review

Affinity Investment Advisors sold out of Benchmark Electronics (BHE) in Q4 2021, closing a stake of 27,887 shares — an estimated $745K sold.

Affinity Investment Advisors first reported a position in BHE in Q1 2020 and held it in 7 quarters. The position peaked at $874K in Q1 2021. 173 funds tracked by Wall St. Rank hold BHE as of Q4 2021.

Affinity Investment Advisors reported no remaining Benchmark Electronics position as of Q4 2021 after selling out during the quarter.
Affinity Investment Advisors sold 27,887 Benchmark Electronics shares in Q4 2021, an estimated $745K.
Affinity Investment Advisors first reported a position in Benchmark Electronics in Q1 2020 and held it in 7 quarters.
Affinity Investment Advisors's Benchmark Electronics position peaked at $874K in Q1 2021.
173 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2021.

Based on Affinity Investment Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.