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AJO LP’s Brighthouse Financial BHF Stock Holding History

AJO LP’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,469,545
Closed -$39.5M – 315
2020
Q3 		$39.5M Sell
1,469,545
-200,999
-12% -$5.84M 0.42% 70
2020
Q2 		$46.5M Buy
1,670,544
+1,596,856
+2,167% +$44M 0.42% 71
2020
Q1 		$1.78M Sell
73,688
-372,168
-83% -$13.2M 0.02% 355
2019
Q4 		$17.5M Buy
445,856
+85,882
+24% +$3.38M 0.1% 168
2019
Q3 		$14.6M Buy
359,974
+32,154
+10% +$1.2M 0.08% 183
2019
Q2 		$12M Buy
327,820
+286,414
+692% +$11.1M 0.06% 205
2019
Q1 		$1.5M Buy
+41,406
New +$1.55M 0.01% 484

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

AJO LP's BHF Position: Q4 2020 in Review

AJO LP sold out of Brighthouse Financial (BHF) in Q4 2020, closing a stake of 1,469,545 shares — an estimated $39.5M sold.

AJO LP first reported a position in BHF in Q1 2019 and held it in 7 quarters. The position peaked at $46.5M in Q2 2020. 415 funds tracked by Wall St. Rank hold BHF as of Q4 2020.

  • AJO LP reported no remaining Brighthouse Financial position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 1,469,545 Brighthouse Financial shares in Q4 2020, an estimated $39.5M.
  • AJO LP first reported a position in Brighthouse Financial in Q1 2019 and held it in 7 quarters.
  • AJO LP's Brighthouse Financial position peaked at $46.5M in Q2 2020.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.