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Needham Investment Management’s Benchmark Electronics BHE Stock Holding History

Needham Investment 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
2024
Q2 		– Sell
-12,300
Closed -$369K – 143
2024
Q1 		$369K Hold
12,300
– – 0.03% 129
2023
Q4 		$340K Hold
12,300
– – 0.04% 126
2023
Q3 		$298K Hold
12,300
– – 0.05% 114
2023
Q2 		$318K Sell
12,300
-9,800
-44% -$227K 0.05% 114
2023
Q1 		$524K Buy
+22,100
New +$559K 0.09% 104

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Needham Investment Management's BHE Position: Q2 2024 in Review

Needham Investment Management sold out of Benchmark Electronics (BHE) in Q2 2024, closing a stake of 12,300 shares — an estimated $369K sold.

Needham Investment Management first reported a position in BHE in Q1 2023 and held it in 5 quarters. The position peaked at $524K in Q1 2023. 233 funds tracked by Wall St. Rank hold BHE as of Q2 2024.

  • Needham Investment Management reported no remaining Benchmark Electronics position as of Q2 2024 after selling out during the quarter.
  • Needham Investment Management sold 12,300 Benchmark Electronics shares in Q2 2024, an estimated $369K.
  • Needham Investment Management first reported a position in Benchmark Electronics in Q1 2023 and held it in 5 quarters.
  • Needham Investment Management's Benchmark Electronics position peaked at $524K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2024.

Based on Needham Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.