Ergoteles’s Benchmark Electronics BHE Stock Holding History

Ergoteles’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	-10,812	Closed	-$256K	–	1065
2023 Q1	$256K	Buy	+10,812	New	+$274K	0.01%	939
2021 Q3	–	Sell	-7,100	Closed	-$202K	–	1228
2021 Q2	$202K	Sell	7,100 -2,300	-24%	-$69.3K	﹤0.01%	1278
2021 Q1	$291K	Buy	+9,400	New	+$269K	0.01%	571

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Ergoteles's BHE Position: Q2 2023 in Review

Ergoteles sold out of Benchmark Electronics (BHE) in Q2 2023, closing a stake of 10,812 shares — an estimated $256K sold.

Ergoteles first reported a position in BHE in Q1 2021 and held it in 3 quarters. The position peaked at $291K in Q1 2021. 193 funds tracked by Wall St. Rank hold BHE as of Q2 2023.

Ergoteles reported no remaining Benchmark Electronics position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 10,812 Benchmark Electronics shares in Q2 2023, an estimated $256K.
Ergoteles first reported a position in Benchmark Electronics in Q1 2021 and held it in 3 quarters.
Ergoteles's Benchmark Electronics position peaked at $291K in Q1 2021.
193 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.