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Safeguard Investment Advisory Group’s Benchmark Electronics BHE Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-500
Closed -$13K – 140
2020
Q4 		$13K Buy
+500
New +$11.8K 0.01% 368

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Vanguard Group
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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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

Safeguard Investment Advisory Group's BHE Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Benchmark Electronics (BHE) in Q1 2021, closing a stake of 500 shares — an estimated $13K sold.

Safeguard Investment Advisory Group first reported a position in BHE in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 180 funds tracked by Wall St. Rank hold BHE as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Benchmark Electronics position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 500 Benchmark Electronics shares in Q1 2021, an estimated $13K.
  • Safeguard Investment Advisory Group first reported a position in Benchmark Electronics in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Benchmark Electronics position peaked at $13K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.