Jupiter Asset Management’s Benchmark Electronics BHE Stock Holding History

Jupiter Asset 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 Q2	–	Sell	-11,375	Closed	-$269K	–	506
2023 Q1	$269K	Hold	11,375	–	–	﹤0.01%	388
2022 Q4	$303K	Hold	11,375	–	–	﹤0.01%	428
2022 Q3	$282K	Sell	11,375 -70,005	-86%	-$1.79M	﹤0.01%	487
2022 Q2	$1.83M	Sell	81,380 -15,422	-16%	-$372K	0.03%	388
2022 Q1	$2.42M	Sell	96,802 -21,306	-18%	-$544K	0.03%	335
2021 Q4	$3.2M	Hold	118,108	–	–	0.04%	305
2021 Q3	$3.15M	Sell	118,108 -1,974	-2%	-$52.4K	0.04%	308
2021 Q2	$3.42M	Buy	+120,082	New	+$3.62M	0.04%	348

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Jupiter Asset Management's BHE Position: Q2 2023 in Review

Jupiter Asset Management sold out of Benchmark Electronics (BHE) in Q2 2023, closing a stake of 11,375 shares — an estimated $269K sold.

Jupiter Asset Management first reported a position in BHE in Q2 2021 and held it in 8 quarters. The position peaked at $3.42M in Q2 2021. 193 funds tracked by Wall St. Rank hold BHE as of Q2 2023.

Jupiter Asset Management reported no remaining Benchmark Electronics position as of Q2 2023 after selling out during the quarter.
Jupiter Asset Management sold 11,375 Benchmark Electronics shares in Q2 2023, an estimated $269K.
Jupiter Asset Management first reported a position in Benchmark Electronics in Q2 2021 and held it in 8 quarters.
Jupiter Asset Management's Benchmark Electronics position peaked at $3.42M in Q2 2021.
193 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2023.

Based on Jupiter Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.