Anchor Investment Management’s Brighthouse Financial BHF Stock Holding History

Anchor Investment Management’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
2023 Q4	–	Sell	-11	Closed	-$538	–	962
2023 Q3	$538	Hold	11	–	–	﹤0.01%	948
2023 Q2	$521	Sell	11 -54	-83%	-$2.33K	﹤0.01%	940
2023 Q1	$2.87K	Hold	65	–	–	﹤0.01%	877
2022 Q4	$3.33K	Buy	65 +54	+491%	+$2.82K	﹤0.01%	839
2022 Q3	$478	Hold	11	–	–	﹤0.01%	959
2022 Q2	$451	Hold	11	–	–	﹤0.01%	953
2022 Q1	$568	Hold	11	–	–	﹤0.01%	972
2021 Q4	$570	Hold	11	–	–	﹤0.01%	986
2021 Q3	$498	Hold	11	–	–	﹤0.01%	921
2021 Q2	$501	Hold	11	–	–	﹤0.01%	937
2021 Q1	$487	Sell	11 -10	-48%	-$411	﹤0.01%	938
2020 Q4	$760	Buy	21 +8	+62%	+$269	﹤0.01%	888
2020 Q3	$350	Hold	13	–	–	﹤0.01%	878
2020 Q2	$362	Hold	13	–	–	﹤0.01%	856
2020 Q1	$314	Hold	13	–	–	﹤0.01%	850
2019 Q4	$510	Sell	13 -11	-46%	-$433	﹤0.01%	815
2019 Q3	$971	Hold	24	–	–	﹤0.01%	782
2019 Q2	$881	Hold	24	–	–	﹤0.01%	782
2019 Q1	$871	Buy	24 +2	+9%	+$75	﹤0.01%	771
2018 Q4	$671	Hold	22	–	–	﹤0.01%	795
2018 Q3	$973	Sell	22 -5	-19%	-$211	﹤0.01%	794
2018 Q2	$1.08K	Sell	27 -36	-57%	-$1.73K	﹤0.01%	809
2018 Q1	$3.24K	Sell	63 -54	-46%	-$3.12K	﹤0.01%	743
2017 Q4	$6.86K	Sell	117 -11	-9%	-$651	﹤0.01%	682
2017 Q3	$7.78K	Buy	+128	New	+$7.3K	﹤0.01%	649

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Investment Management's BHF Position: Q4 2023 in Review

Anchor Investment Management sold out of Brighthouse Financial (BHF) in Q4 2023, closing a stake of 11 shares — an estimated $538 sold.

Anchor Investment Management first reported a position in BHF in Q3 2017 and held it in 25 quarters. The position peaked at $7.78K in Q3 2017. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2023.

Anchor Investment Management reported no remaining Brighthouse Financial position as of Q4 2023 after selling out during the quarter.
Anchor Investment Management sold 11 Brighthouse Financial shares in Q4 2023, an estimated $538.
Anchor Investment Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 25 quarters.
Anchor Investment Management's Brighthouse Financial position peaked at $7.78K in Q3 2017.
431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.