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Orion Portfolio Solutions’s Benchmark Electronics BHE Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-7,524
Closed -$163K – 599
2020
Q2 		$163K Buy
7,524
+23
+0.3% +$482 0.01% 446
2020
Q1 		$150K Sell
7,501
-863
-10% -$24.4K 0.01% 371
2019
Q4 		$287K Buy
+8,364
New +$276K 0.02% 271

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Orion Portfolio Solutions's BHE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Benchmark Electronics (BHE) in Q3 2020, closing a stake of 7,524 shares — an estimated $163K sold.

Orion Portfolio Solutions first reported a position in BHE in Q4 2019 and held it in 3 quarters. The position peaked at $287K in Q4 2019. 163 funds tracked by Wall St. Rank hold BHE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Benchmark Electronics position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,524 Benchmark Electronics shares in Q3 2020, an estimated $163K.
  • Orion Portfolio Solutions first reported a position in Benchmark Electronics in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Benchmark Electronics position peaked at $287K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.