Bedel Financial Consulting’s Benchmark Electronics BHE Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-770	Closed	-$19K	–	267
2022 Q1	$19K	Buy	770 +5	+0.7%	+$128	0.01%	554
2021 Q4	$21K	Buy	765 +4	+0.5%	+$103	0.01%	553
2021 Q3	$20K	Buy	761 +5	+0.7%	+$133	0.01%	549
2021 Q2	$22K	Buy	756 +4	+0.5%	+$121	0.01%	537
2021 Q1	$23K	Buy	752 +4	+0.5%	+$115	0.01%	489
2020 Q4	$20K	Buy	748 +5	+0.7%	+$118	0.01%	448
2020 Q3	$15K	Buy	743 +6	+0.8%	+$122	0.01%	456
2020 Q2	$16K	Buy	737 +6	+0.8%	+$126	0.01%	428
2020 Q1	$15K	Buy	731 +3	+0.4%	+$85	0.01%	420
2019 Q4	$25K	Buy	728 +4	+0.6%	+$132	0.01%	379
2019 Q3	$21K	Buy	724 +4	+0.6%	+$107	0.01%	386
2019 Q2	$18K	Buy	720 +4	+0.6%	+$103	0.01%	404
2019 Q1	$19K	Buy	716 +4	+0.6%	+$102	0.01%	399
2018 Q4	$15K	Hold	712	–	–	0.01%	398
2018 Q3	$16K	Buy	712 +8	+1%	+$211	0.01%	404
2018 Q2	$21K	Buy	704 +4	+0.6%	+$115	0.02%	372
2018 Q1	$21K	Buy	+700	New	+$21K	0.02%	374

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

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

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

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Bedel Financial Consulting's BHE Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Benchmark Electronics (BHE) in Q2 2022, closing a stake of 770 shares — an estimated $19K sold.

Bedel Financial Consulting first reported a position in BHE in Q1 2018 and held it in 17 quarters. The position peaked at $25K in Q4 2019. 185 funds tracked by Wall St. Rank hold BHE as of Q2 2022.

Bedel Financial Consulting reported no remaining Benchmark Electronics position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 770 Benchmark Electronics shares in Q2 2022, an estimated $19K.
Bedel Financial Consulting first reported a position in Benchmark Electronics in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Benchmark Electronics position peaked at $25K in Q4 2019.
185 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.