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DCM Advisors’s Benchmark Electronics BHE Stock Holding History

DCM 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 		– Sell
-32,120
Closed -$914K – 289
2021
Q2 		$914K Buy
32,120
+1,286
+4% +$38.8K 0.52% 68
2021
Q1 		$953K Buy
30,834
+1,834
+6% +$52.5K 0.55% 61
2020
Q4 		$783K Buy
+29,000
New +$685K 0.46% 76

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
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

DCM Advisors's BHE Position: Q3 2021 in Review

DCM Advisors sold out of Benchmark Electronics (BHE) in Q3 2021, closing a stake of 32,120 shares — an estimated $914K sold.

DCM Advisors first reported a position in BHE in Q4 2020 and held it in 3 quarters. The position peaked at $953K in Q1 2021. 185 funds tracked by Wall St. Rank hold BHE as of Q3 2021.

  • DCM Advisors reported no remaining Benchmark Electronics position as of Q3 2021 after selling out during the quarter.
  • DCM Advisors sold 32,120 Benchmark Electronics shares in Q3 2021, an estimated $914K.
  • DCM Advisors first reported a position in Benchmark Electronics in Q4 2020 and held it in 3 quarters.
  • DCM Advisors's Benchmark Electronics position peaked at $953K in Q1 2021.
  • 185 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2021.

Based on DCM Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.