Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
Benchmark Electronics
BHE
Stock Holding History
Sowell Financial Services’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
Q2
–
Sell
-167
Closed
-$5K
–
767
2021
Q1
$5K
Buy
+167
New
+$4.78K
﹤0.01%
2579
2020
Q4
–
Sell
-61
Closed
-$1K
–
2698
2020
Q3
$1K
Hold
61
–
–
﹤0.01%
2327
2020
Q2
$1K
Hold
61
–
–
﹤0.01%
2252
2020
Q1
$1K
Hold
61
–
–
﹤0.01%
2197
2019
Q4
$2K
Hold
61
–
–
﹤0.01%
2164
2019
Q3
$2K
Buy
+61
New
+$1.63K
﹤0.01%
2044
Other funds holding BHE
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
ICOM
Investment Counselors of Maryland
Baltimore, Maryland
$4.37B AUM
76.25%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
ACB
Aristotle Capital Boston
Boston, Massachusetts
$1.61B AUM
19.82%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close