Kula Investments’s Benchmark Electronics BHE Stock Holding History

Kula Investments’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 Q1	–	Sell	-12,599	Closed	-$336K	–	616
2022 Q4	$336K	Buy	+12,599	New	+$349K	0.1%	349

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

ACB

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's BHE Position: Q1 2023 in Review

Kula Investments sold out of Benchmark Electronics (BHE) in Q1 2023, closing a stake of 12,599 shares — an estimated $336K sold.

Kula Investments first reported a position in BHE in Q4 2022 and held it in 1 quarter. The position peaked at $336K in Q4 2022. 196 funds tracked by Wall St. Rank hold BHE as of Q1 2023.

Kula Investments reported no remaining Benchmark Electronics position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 12,599 Benchmark Electronics shares in Q1 2023, an estimated $336K.
Kula Investments first reported a position in Benchmark Electronics in Q4 2022 and held it in 1 quarter.
Kula Investments's Benchmark Electronics position peaked at $336K in Q4 2022.
196 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.