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Optimize Financial’s Benchmark Electronics BHE Stock Holding History

Optimize Financial’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
-42,198
Closed -$1.92M – 230
2024
Q4 		$1.92M Buy
+42,198
New +$1.96M 1.44% 12

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

Optimize Financial's BHE Position: Q1 2025 in Review

Optimize Financial sold out of Benchmark Electronics (BHE) in Q1 2025, closing a stake of 42,198 shares — an estimated $1.92M sold.

Optimize Financial first reported a position in BHE in Q4 2024 and held it in 1 quarter. The position peaked at $1.92M in Q4 2024. 230 funds tracked by Wall St. Rank hold BHE as of Q1 2025.

  • Optimize Financial reported no remaining Benchmark Electronics position as of Q1 2025 after selling out during the quarter.
  • Optimize Financial sold 42,198 Benchmark Electronics shares in Q1 2025, an estimated $1.92M.
  • Optimize Financial first reported a position in Benchmark Electronics in Q4 2024 and held it in 1 quarter.
  • Optimize Financial's Benchmark Electronics position peaked at $1.92M in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.