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Evergreen Capital Management’s Benchmark Electronics BHE Stock Holding History

Evergreen Capital 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
2026
Q1 		$203K Buy
+3,611
New +$194K ﹤0.01% 1397
2025
Q1 		– Sell
-4,814
Closed -$219K – 1099
2024
Q4 		$219K Buy
4,814
+56
+1% +$2.6K 0.01% 930
2024
Q3 		$212K Buy
+4,758
New +$199K 0.01% 908

Other funds holding BHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evergreen Capital Management's BHE Position: Q1 2026 in Review

Evergreen Capital Management opened a new position in Benchmark Electronics (BHE) in Q1 2026: 3,611 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in BHE as recently as Q4 2024.

Evergreen Capital Management first reported a position in BHE in Q3 2024 and has held it in 3 quarters since. The position peaked at $219K in Q4 2024. 267 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

  • Evergreen Capital Management held 3,611 shares of Benchmark Electronics worth $203K as of Q1 2026.
  • Benchmark Electronics was a new Evergreen Capital Management position in Q1 2026.
  • Benchmark Electronics made up ﹤0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1397 holding.
  • Evergreen Capital Management first reported a position in Benchmark Electronics in Q3 2024 and has held it in 3 quarters since.
  • Evergreen Capital Management's Benchmark Electronics position peaked at $219K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.