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Invenomic Capital Management’s Benchmark Electronics BHE Stock Holding History

Invenomic 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
2023
Q3 		– Sell
-96,552
Closed -$2.49M – 148
2023
Q2 		$2.49M Buy
+96,552
New +$2.23M 0.13% 109

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invenomic Capital Management's BHE Position: Q3 2023 in Review

Invenomic Capital Management sold out of Benchmark Electronics (BHE) in Q3 2023, closing a stake of 96,552 shares — an estimated $2.49M sold.

Invenomic Capital Management first reported a position in BHE in Q2 2023 and held it in 1 quarter. The position peaked at $2.49M in Q2 2023. 197 funds tracked by Wall St. Rank hold BHE as of Q3 2023.

  • Invenomic Capital Management reported no remaining Benchmark Electronics position as of Q3 2023 after selling out during the quarter.
  • Invenomic Capital Management sold 96,552 Benchmark Electronics shares in Q3 2023, an estimated $2.49M.
  • Invenomic Capital Management first reported a position in Benchmark Electronics in Q2 2023 and held it in 1 quarter.
  • Invenomic Capital Management's Benchmark Electronics position peaked at $2.49M in Q2 2023.
  • 197 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2023.

Based on Invenomic Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.