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Ellevest Inc’s Benchmark Electronics BHE Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-30
Closed -$711 – 512
2023
Q1 		$711 Sell
30
-508
-94% -$12.9K ﹤0.01% 1633
2022
Q4 		$14.4K Buy
538
+372
+224% +$10.3K ﹤0.01% 946
2022
Q3 		$4K Buy
166
+135
+435% +$3.45K ﹤0.01% 1204
2022
Q2 		$1K Hold
31
– – ﹤0.01% 1211
2022
Q1 		$1K Buy
+31
New +$792 ﹤0.01% 1259

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Ellevest Inc's BHE Position: Q2 2023 in Review

Ellevest Inc sold out of Benchmark Electronics (BHE) in Q2 2023, closing a stake of 30 shares — an estimated $711 sold.

Ellevest Inc first reported a position in BHE in Q1 2022 and held it in 5 quarters. The position peaked at $14.4K in Q4 2022. 193 funds tracked by Wall St. Rank hold BHE as of Q2 2023.

  • Ellevest Inc reported no remaining Benchmark Electronics position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 30 Benchmark Electronics shares in Q2 2023, an estimated $711.
  • Ellevest Inc first reported a position in Benchmark Electronics in Q1 2022 and held it in 5 quarters.
  • Ellevest Inc's Benchmark Electronics position peaked at $14.4K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.