Convergence Investment Partners’s Benchmark Electronics BHE Stock Holding History

Convergence Investment Partners’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
2019 Q4	–	Sell	-5,363	Closed	-$156K	–	234
2019 Q3	$156K	Buy	+5,363	New	+$143K	0.04%	245
2018 Q2	–	Sell	-30,711	Closed	-$917K	–	377
2018 Q1	$917K	Buy	+30,711	New	+$922K	0.12%	235
2016 Q4	–	Sell	-71,400	Closed	-$1.78M	–	317
2016 Q3	$1.78M	Buy	71,400 +18,070	+34%	+$428K	0.26%	142
2016 Q2	$1.13M	Buy	+53,330	New	+$1.11M	0.16%	226
2016 Q1	–	Sell	-70,652	Closed	-$1.46M	–	333
2015 Q4	$1.46M	Buy	+70,652	New	+$1.5M	0.16%	199

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACB

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

Convergence Investment Partners's BHE Position: Q4 2019 in Review

Convergence Investment Partners sold out of Benchmark Electronics (BHE) in Q4 2019, closing a stake of 5,363 shares — an estimated $156K sold.

Convergence Investment Partners first reported a position in BHE in Q4 2015 and held it in 5 quarters. The position peaked at $1.78M in Q3 2016. 208 funds tracked by Wall St. Rank hold BHE as of Q4 2019.

Convergence Investment Partners reported no remaining Benchmark Electronics position as of Q4 2019 after selling out during the quarter.
Convergence Investment Partners sold 5,363 Benchmark Electronics shares in Q4 2019, an estimated $156K.
Convergence Investment Partners first reported a position in Benchmark Electronics in Q4 2015 and held it in 5 quarters.
Convergence Investment Partners's Benchmark Electronics position peaked at $1.78M in Q3 2016.
208 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2019.

Based on Convergence Investment Partners's 13F filing for Q4 2019, filed 22 Jan 2020.