FourThought Financial’s Benchmark Electronics BHE Stock Holding History

FourThought Financial’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
2022 Q3	$96K	Buy	3,881 +252	+7%	+$6.43K	0.01%	440
2022 Q2	$82K	Hold	3,629	–	–	0.01%	484
2022 Q1	$91K	Sell	3,629 -712	-16%	-$18.2K	0.01%	496
2021 Q4	$118K	Buy	4,341 +229	+6%	+$5.88K	0.01%	438
2021 Q3	$109K	Buy	4,112 +1,143	+38%	+$30.3K	0.01%	468
2021 Q2	$84K	Buy	+2,969	New	+$89.5K	0.01%	545

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

FourThought Financial's BHE Position: Q3 2022 in Review

FourThought Financial increased its Benchmark Electronics (BHE) stake by 6.9% in Q3 2022, buying an estimated $6.43K and bringing the position to 3,881 shares worth $96K. The position accounts for 0.01% of the portfolio, ranked #440.

FourThought Financial first reported a position in BHE in Q2 2021 and has held it in 6 quarters since. The position peaked at $118K in Q4 2021. 188 funds tracked by Wall St. Rank hold BHE as of Q3 2022.

FourThought Financial held 3,881 shares of Benchmark Electronics worth $96K as of Q3 2022.
FourThought Financial bought 252 Benchmark Electronics shares in Q3 2022, an estimated $6.43K.
Benchmark Electronics made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #440 holding.
FourThought Financial first reported a position in Benchmark Electronics in Q2 2021 and has held it in 6 quarters since.
FourThought Financial's Benchmark Electronics position peaked at $118K in Q4 2021.
188 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.