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Occudo Quantitative Strategies’s Benchmark Electronics BHE Stock Holding History

Occudo Quantitative Strategies’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
Q2 		– Sell
-23,911
Closed -$925K – 643
2025
Q1 		$925K Buy
+23,911
New +$1.01M 0.12% 239
2024
Q3 		– Sell
-5,350
Closed -$211K – 714
2024
Q2 		$211K Buy
+5,350
New +$197K 0.04% 583
2024
Q1 		– Sell
-19,290
Closed -$533K – 747
2023
Q4 		$533K Buy
19,290
+1,799
+10% +$45.4K 0.07% 377
2023
Q3 		$424K Sell
17,491
-9,655
-36% -$245K 0.05% 556
2023
Q2 		$701K Sell
27,146
-8,041
-23% -$186K 0.07% 429
2023
Q1 		$834K Buy
35,187
+20,737
+144% +$525K 0.08% 367
2022
Q4 		$386K Buy
+14,450
New +$400K 0.04% 589
2022
Q3 		– Sell
-17,143
Closed -$387K – 1181
2022
Q2 		$387K Sell
17,143
-991
-5% -$23.9K 0.03% 711
2022
Q1 		$454K Sell
18,134
-1,277
-7% -$32.6K 0.04% 682
2021
Q4 		$526K Sell
19,411
-3,842
-17% -$98.7K 0.05% 597
2021
Q3 		$621K Buy
23,253
+13,352
+135% +$354K 0.07% 457
2021
Q2 		$282K Sell
9,901
-51
-0.5% -$1.54K 0.04% 619
2021
Q1 		$308K Buy
9,952
+717
+8% +$20.5K 0.07% 478
2020
Q4 		$249K Buy
+9,235
New +$218K 0.08% 473

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Occudo Quantitative Strategies's BHE Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Benchmark Electronics (BHE) in Q2 2025, closing a stake of 23,911 shares — an estimated $925K sold.

Occudo Quantitative Strategies first reported a position in BHE in Q4 2020 and held it in 14 quarters. The position peaked at $925K in Q1 2025. 221 funds tracked by Wall St. Rank hold BHE as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining Benchmark Electronics position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 23,911 Benchmark Electronics shares in Q2 2025, an estimated $925K.
  • Occudo Quantitative Strategies first reported a position in Benchmark Electronics in Q4 2020 and held it in 14 quarters.
  • Occudo Quantitative Strategies's Benchmark Electronics position peaked at $925K in Q1 2025.
  • 221 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.