LCM
BHE icon

Lakewood Capital Management’s Benchmark Electronics BHE Stock Holding History

Lakewood 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
2013
Q3 		– Sell
-563,423
Closed -$11.3M – 49
2013
Q2 		$11.3M Buy
+563,423
New +$10.5M 0.77% 38

Other funds holding BHE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lakewood Capital Management's BHE Position: Q3 2013 in Review

Lakewood Capital Management sold out of Benchmark Electronics (BHE) in Q3 2013, closing a stake of 563,423 shares — an estimated $11.3M sold.

Lakewood Capital Management first reported a position in BHE in Q2 2013 and held it in 1 quarter. The position peaked at $11.3M in Q2 2013. 176 funds tracked by Wall St. Rank hold BHE as of Q3 2013.

  • Lakewood Capital Management reported no remaining Benchmark Electronics position as of Q3 2013 after selling out during the quarter.
  • Lakewood Capital Management sold 563,423 Benchmark Electronics shares in Q3 2013, an estimated $11.3M.
  • Lakewood Capital Management first reported a position in Benchmark Electronics in Q2 2013 and held it in 1 quarter.
  • Lakewood Capital Management's Benchmark Electronics position peaked at $11.3M in Q2 2013.
  • 176 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2013.

Based on Lakewood Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.