Summit Securities Group’s Benchmark Electronics BHE Stock Holding History

Summit Securities 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
2022 Q2	–	Sell	-100	Closed	-$3K	–	953
2022 Q1	$3K	Buy	+100	New	+$2.55K	﹤0.01%	1017
2015 Q3	–	Sell	-1,800	Closed	-$39K	–	375
2015 Q2	$39K	Buy	1,800 +300	+20%	+$7.11K	0.02%	253
2015 Q1	$36K	Buy	+1,500	New	+$35.8K	0.03%	224

Other funds holding BHE

BlackRock New York $5.72T 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Summit Securities Group's BHE Position: Q2 2022 in Review

Summit Securities Group sold out of Benchmark Electronics (BHE) in Q2 2022, closing a stake of 100 shares — an estimated $3K sold.

Summit Securities Group first reported a position in BHE in Q1 2015 and held it in 3 quarters. The position peaked at $39K in Q2 2015. 185 funds tracked by Wall St. Rank hold BHE as of Q2 2022.

Summit Securities Group reported no remaining Benchmark Electronics position as of Q2 2022 after selling out during the quarter.
Summit Securities Group sold 100 Benchmark Electronics shares in Q2 2022, an estimated $3K.
Summit Securities Group first reported a position in Benchmark Electronics in Q1 2015 and held it in 3 quarters.
Summit Securities Group's Benchmark Electronics position peaked at $39K in Q2 2015.
185 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2022.

Based on Summit Securities Group's 13F filing for Q2 2022, filed 2 Aug 2022.