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Loring Wolcott & Coolidge Fiduciary Advisors’s Benchmark Electronics BHE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021
Q1 		– Sell
-283
Closed -$8K – 349
2020
Q4 		$8K Buy
+283
New +$6.68K ﹤0.01% 600

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BHE Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Benchmark Electronics (BHE) in Q1 2021, closing a stake of 283 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BHE in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 180 funds tracked by Wall St. Rank hold BHE as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Benchmark Electronics position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 283 Benchmark Electronics shares in Q1 2021, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Benchmark Electronics in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Benchmark Electronics position peaked at $8K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.