Bank of Montreal
BHE icon

Bank of Montreal’s Benchmark Electronics BHE Stock Holding History

Bank of Montreal’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
2025
Q3 		– Sell
-6,371
Closed -$247K – 3537
2025
Q2 		$247K Buy
6,371
+64
+1% +$2.34K ﹤0.01% 2675
2025
Q1 		$240K Buy
6,307
+1,207
+24% +$50.9K ﹤0.01% 2635
2024
Q4 		$232K Buy
5,100
+495
+11% +$23K ﹤0.01% 2691
2024
Q3 		$206K Buy
+4,605
New +$192K ﹤0.01% 3013
2022
Q2 		– Sell
-10,091
Closed -$261K – 4091
2022
Q1 		$261K Buy
10,091
+91
+0.9% +$2.32K ﹤0.01% 3275
2021
Q4 		$272K Sell
10,000
-1,863
-16% -$47.8K ﹤0.01% 2780
2021
Q3 		$329K Sell
11,863
-214
-2% -$5.68K ﹤0.01% 3083
2021
Q2 		$350K Buy
12,077
+2,469
+26% +$74.4K ﹤0.01% 3006
2021
Q1 		$298K Sell
9,608
-680
-7% -$19.5K ﹤0.01% 2932
2020
Q4 		$298K Buy
10,288
+6,634
+182% +$157K ﹤0.01% 2999
2020
Q3 		$76K Sell
3,654
-185,035
-98% -$3.76M ﹤0.01% 3231
2020
Q2 		$3.7M Sell
188,689
-242,779
-56% -$5.09M ﹤0.01% 1322
2020
Q1 		$8.15M Buy
431,468
+184,849
+75% +$5.23M 0.01% 774
2019
Q4 		$8.47M Buy
246,619
+122,685
+99% +$4.05M 0.01% 1076
2019
Q3 		$3.6M Buy
123,934
+10,839
+10% +$290K ﹤0.01% 1344
2019
Q2 		$2.84M Buy
113,095
+16,064
+17% +$413K ﹤0.01% 1478
2019
Q1 		$2.55M Buy
97,031
+92,480
+2,032% +$2.37M ﹤0.01% 1535
2018
Q4 		$96K Sell
4,551
-397
-8% -$9.13K ﹤0.01% 2966
2018
Q3 		$117K Sell
4,948
-66,797
-93% -$1.76M ﹤0.01% 3035
2018
Q2 		$2.09M Sell
71,745
-3,391
-5% -$97.4K ﹤0.01% 1629
2018
Q1 		$2.24M Sell
75,136
-26,222
-26% -$787K ﹤0.01% 1514
2017
Q4 		$2.95M Buy
101,358
+2,332
+2% +$72.7K ﹤0.01% 1391
2017
Q3 		$3.38M Buy
99,026
+4,337
+5% +$142K ﹤0.01% 1351
2017
Q2 		$3.06M Sell
94,689
-9,139
-9% -$294K ﹤0.01% 1410
2017
Q1 		$3.3M Sell
103,828
-5,076
-5% -$159K ﹤0.01% 1261
2016
Q4 		$3.09M Buy
108,904
+3,300
+3% +$90.3K ﹤0.01% 1300
2016
Q3 		$2.63M Sell
105,604
-29,894
-22% -$708K ﹤0.01% 1369
2016
Q2 		$2.87M Sell
135,498
-9,178
-6% -$192K ﹤0.01% 1324
2016
Q1 		$3.33M Sell
144,676
-3,286
-2% -$69.4K ﹤0.01% 1187
2015
Q4 		$3.06M Buy
147,962
+120,669
+442% +$2.55M ﹤0.01% 1204
2015
Q3 		$594K Sell
27,293
-4,414
-14% -$94.3K ﹤0.01% 1780
2015
Q2 		$691K Buy
31,707
+5,818
+22% +$138K ﹤0.01% 1823
2015
Q1 		$623K Buy
25,889
+139
+0.5% +$3.32K ﹤0.01% 1828
2014
Q4 		$655K Buy
25,750
+1,221
+5% +$28.7K ﹤0.01% 1929
2014
Q3 		$544K Sell
24,529
-1,604
-6% -$38.9K ﹤0.01% 2043
2014
Q2 		$666K Sell
26,133
-797
-3% -$18.7K ﹤0.01% 1946
2014
Q1 		$610K Buy
26,930
+1,607
+6% +$37.5K ﹤0.01% 1937
2013
Q4 		$585K Buy
25,323
+4,977
+24% +$113K ﹤0.01% 1731
2013
Q3 		$466K Sell
20,346
-56
-0.3% -$1.24K ﹤0.01% 1844
2013
Q2 		$410K Buy
+20,402
New +$380K ﹤0.01% 1844

Other funds holding BHE

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bank of Montreal's BHE Position: Q3 2025 in Review

Bank of Montreal sold out of Benchmark Electronics (BHE) in Q3 2025, closing a stake of 6,371 shares — an estimated $247K sold.

Bank of Montreal first reported a position in BHE in Q2 2013 and held it in 40 quarters. The position peaked at $8.47M in Q4 2019. 230 funds tracked by Wall St. Rank hold BHE as of Q3 2025.

  • Bank of Montreal reported no remaining Benchmark Electronics position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 6,371 Benchmark Electronics shares in Q3 2025, an estimated $247K.
  • Bank of Montreal first reported a position in Benchmark Electronics in Q2 2013 and held it in 40 quarters.
  • Bank of Montreal's Benchmark Electronics position peaked at $8.47M in Q4 2019.
  • 230 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.