Bartlett & Co’s Benchmark Electronics BHE Stock Holding History

Bartlett & Co’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
2022 Q4	–	Sell	-93	Closed	-$2K	–	1081
2022 Q3	$2K	Sell	93 -147	-61%	-$3.75K	﹤0.01%	1030
2022 Q2	$5K	Buy	+240	New	+$5.79K	﹤0.01%	997

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

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

Millennium Management New York $240B AUM 35.51% 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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Bartlett & Co's BHE Position: Q4 2022 in Review

Bartlett & Co sold out of Benchmark Electronics (BHE) in Q4 2022, closing a stake of 93 shares — an estimated $2K sold.

Bartlett & Co first reported a position in BHE in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 203 funds tracked by Wall St. Rank hold BHE as of Q4 2022.

Bartlett & Co reported no remaining Benchmark Electronics position as of Q4 2022 after selling out during the quarter.
Bartlett & Co sold 93 Benchmark Electronics shares in Q4 2022, an estimated $2K.
Bartlett & Co first reported a position in Benchmark Electronics in Q2 2022 and held it in 2 quarters.
Bartlett & Co's Benchmark Electronics position peaked at $5K in Q2 2022.
203 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2022.

Based on Bartlett & Co's 13F filing for Q4 2022, filed 4 Jan 2023.