Tarbox Family Office’s Benchmark Electronics BHE Stock Holding History

Tarbox Family Office’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	-68	Closed	-$2K	–	217
2022 Q1	$2K	Hold	68	–	–	﹤0.01%	771
2021 Q4	$2K	Hold	68	–	–	﹤0.01%	848
2021 Q3	$2K	Hold	68	–	–	﹤0.01%	888
2021 Q2	$2K	Hold	68	–	–	﹤0.01%	897
2021 Q1	$2K	Hold	68	–	–	﹤0.01%	845
2020 Q4	$2K	Hold	68	–	–	﹤0.01%	786
2020 Q3	$1K	Hold	68	–	–	﹤0.01%	920
2020 Q2	$1K	Hold	68	–	–	﹤0.01%	913
2020 Q1	$1K	Sell	68 -14	-17%	-$396	﹤0.01%	795
2019 Q4	$3K	Hold	82	–	–	﹤0.01%	631
2019 Q3	$2K	Hold	82	–	–	﹤0.01%	700
2019 Q2	$2K	Buy	+82	New	+$2.11K	﹤0.01%	696

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

Tarbox Family Office's BHE Position: Q2 2022 in Review

Tarbox Family Office sold out of Benchmark Electronics (BHE) in Q2 2022, closing a stake of 68 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in BHE in Q2 2019 and held it in 12 quarters. The position peaked at $3K in Q4 2019. 185 funds tracked by Wall St. Rank hold BHE as of Q2 2022.

Tarbox Family Office reported no remaining Benchmark Electronics position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 68 Benchmark Electronics shares in Q2 2022, an estimated $2K.
Tarbox Family Office first reported a position in Benchmark Electronics in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Benchmark Electronics position peaked at $3K in Q4 2019.
185 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.