HGWM
BHE icon

Harvest Group Wealth Management’s Benchmark Electronics BHE Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-122
Closed -$4K – 537
2019
Q4 		$4K Hold
122
– – ﹤0.01% 410
2019
Q3 		$4K Hold
122
– – ﹤0.01% 450
2019
Q2 		$3K Hold
122
– – ﹤0.01% 434
2019
Q1 		$3K Buy
+122
New +$3.13K ﹤0.01% 478

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Harvest Group Wealth Management's BHE Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Benchmark Electronics (BHE) in Q1 2020, closing a stake of 122 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in BHE in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 174 funds tracked by Wall St. Rank hold BHE as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Benchmark Electronics position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 122 Benchmark Electronics shares in Q1 2020, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in Benchmark Electronics in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Benchmark Electronics position peaked at $4K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.