Essex Investment Management’s Benchmark Electronics BHE Stock Holding History

Essex Investment Management’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 Q3	–	Sell	-146,760	Closed	-$3.79M	–	361
2023 Q2	$3.79M	Buy	146,760 +12,774	+10%	+$295K	0.53%	50
2023 Q1	$3.17M	Buy	133,986 +14,388	+12%	+$364K	0.46%	70
2022 Q4	$3.19M	Sell	119,598 -168	-0.1%	-$4.65K	0.5%	66
2022 Q3	$2.97M	Buy	119,766 +384	+0.3%	+$9.81K	0.47%	64
2022 Q2	$2.69M	Sell	119,382 -1,150	-1%	-$27.8K	0.44%	67
2022 Q1	$3.02M	Buy	+120,532	New	+$3.08M	0.38%	74
2021 Q4	–	Sell	-48,925	Closed	-$1.31M	–	408
2021 Q3	$1.31M	Buy	+48,925	New	+$1.3M	0.16%	193

Other funds holding BHE

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Essex Investment Management's BHE Position: Q3 2023 in Review

Essex Investment Management sold out of Benchmark Electronics (BHE) in Q3 2023, closing a stake of 146,760 shares — an estimated $3.79M sold.

Essex Investment Management first reported a position in BHE in Q3 2021 and held it in 7 quarters. The position peaked at $3.79M in Q2 2023. 197 funds tracked by Wall St. Rank hold BHE as of Q3 2023.

Essex Investment Management reported no remaining Benchmark Electronics position as of Q3 2023 after selling out during the quarter.
Essex Investment Management sold 146,760 Benchmark Electronics shares in Q3 2023, an estimated $3.79M.
Essex Investment Management first reported a position in Benchmark Electronics in Q3 2021 and held it in 7 quarters.
Essex Investment Management's Benchmark Electronics position peaked at $3.79M in Q2 2023.
197 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.