MTC
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Matrix Trust Company’s Benchmark Electronics BHE Stock Holding History

Matrix Trust Company’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
2025
Q1 		– Sell
-455
Closed -$21K – 262
2024
Q4 		$21K Buy
455
+27
+6% +$1.25K ﹤0.01% 178
2024
Q3 		$19K Buy
+428
New +$17.9K ﹤0.01% 141

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Matrix Trust Company's BHE Position: Q1 2025 in Review

Matrix Trust Company sold out of Benchmark Electronics (BHE) in Q1 2025, closing a stake of 455 shares — an estimated $21K sold.

Matrix Trust Company first reported a position in BHE in Q3 2024 and held it in 2 quarters. The position peaked at $21K in Q4 2024. 230 funds tracked by Wall St. Rank hold BHE as of Q1 2025.

  • Matrix Trust Company reported no remaining Benchmark Electronics position as of Q1 2025 after selling out during the quarter.
  • Matrix Trust Company sold 455 Benchmark Electronics shares in Q1 2025, an estimated $21K.
  • Matrix Trust Company first reported a position in Benchmark Electronics in Q3 2024 and held it in 2 quarters.
  • Matrix Trust Company's Benchmark Electronics position peaked at $21K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2025.

Based on Matrix Trust Company's 13F filing for Q1 2025, filed 10 Apr 2025.