Whittier Trust’s Benchmark Electronics BHE Stock Holding History

Whittier Trust’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
2024 Q4	–	Sell	-95	Closed	-$4.21K	–	1553
2024 Q3	$4.21K	Hold	95	–	–	﹤0.01%	1396
2024 Q2	$3.75K	Hold	95	–	–	﹤0.01%	1372
2024 Q1	$2.85K	Hold	95	–	–	﹤0.01%	1403
2023 Q4	$2.62K	Hold	95	–	–	﹤0.01%	1384
2023 Q3	$2.3K	Hold	95	–	–	﹤0.01%	1454
2023 Q2	$2.45K	Hold	95	–	–	﹤0.01%	1435
2023 Q1	$2.25K	Hold	95	–	–	﹤0.01%	1475
2022 Q4	$2.53K	Hold	95	–	–	﹤0.01%	1466
2022 Q3	$2K	Hold	95	–	–	﹤0.01%	1553
2022 Q2	$2K	Hold	95	–	–	﹤0.01%	1547
2022 Q1	$2K	Hold	95	–	–	﹤0.01%	1564
2021 Q4	$3K	Hold	95	–	–	﹤0.01%	1462
2021 Q3	$3K	Hold	95	–	–	﹤0.01%	1370
2021 Q2	$3K	Hold	95	–	–	﹤0.01%	1401
2021 Q1	$3K	Hold	95	–	–	﹤0.01%	1391
2020 Q4	$3K	Hold	95	–	–	﹤0.01%	1282
2020 Q3	$2K	Hold	95	–	–	﹤0.01%	1320
2020 Q2	$2K	Hold	95	–	–	﹤0.01%	1262
2020 Q1	$2K	Hold	95	–	–	﹤0.01%	1324
2019 Q4	$3K	Hold	95	–	–	﹤0.01%	1299
2019 Q3	$3K	Buy	+95	New	+$2.54K	﹤0.01%	1317

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Whittier Trust's BHE Position: Q4 2024 in Review

Whittier Trust sold out of Benchmark Electronics (BHE) in Q4 2024, closing a stake of 95 shares — an estimated $4.21K sold.

Whittier Trust first reported a position in BHE in Q3 2019 and held it in 21 quarters. The position peaked at $4.21K in Q3 2024. 235 funds tracked by Wall St. Rank hold BHE as of Q4 2024.

Whittier Trust reported no remaining Benchmark Electronics position as of Q4 2024 after selling out during the quarter.
Whittier Trust sold 95 Benchmark Electronics shares in Q4 2024, an estimated $4.21K.
Whittier Trust first reported a position in Benchmark Electronics in Q3 2019 and held it in 21 quarters.
Whittier Trust's Benchmark Electronics position peaked at $4.21K in Q3 2024.
235 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.