Berman Capital Advisors’s Benchmark Electronics BHE Stock Holding History

Berman Capital 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 Q3	$1K	Buy	64 +51	+392%	+$1.35K	﹤0.01%	1814
2021 Q2	$0	Hold	13	–	–	﹤0.01%	1896
2021 Q1	$0	Hold	13	–	–	﹤0.01%	1768
2020 Q4	$0	Buy	+13	New	+$307	﹤0.01%	1671

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

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

ACB

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

Berman Capital Advisors's BHE Position: Q3 2021 in Review

Berman Capital Advisors increased its Benchmark Electronics (BHE) stake by 392% in Q3 2021, buying an estimated $1.35K and bringing the position to 64 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Berman Capital Advisors first reported a position in BHE in Q4 2020 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold BHE as of Q3 2021.

Berman Capital Advisors held 64 shares of Benchmark Electronics worth $1K as of Q3 2021.
Berman Capital Advisors bought 51 Benchmark Electronics shares in Q3 2021, an estimated $1.35K.
Benchmark Electronics made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1814 holding.
Berman Capital Advisors first reported a position in Benchmark Electronics in Q4 2020 and has held it in 4 quarters since.
185 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.