FTDI
BHE icon

First Trust Direct Indexing’s Benchmark Electronics BHE Stock Holding History

First Trust Direct Indexing’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
Q1 		– Sell
-2,219
Closed -$60K – 463
2020
Q4 		$60K Buy
+2,219
New +$52.4K 0.02% 697

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

First Trust Direct Indexing's BHE Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Benchmark Electronics (BHE) in Q1 2021, closing a stake of 2,219 shares — an estimated $60K sold.

First Trust Direct Indexing first reported a position in BHE in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 180 funds tracked by Wall St. Rank hold BHE as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Benchmark Electronics position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,219 Benchmark Electronics shares in Q1 2021, an estimated $60K.
  • First Trust Direct Indexing first reported a position in Benchmark Electronics in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Benchmark Electronics position peaked at $60K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.