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Aperio Group’s Brighthouse Financial BHF Stock Holding History

Aperio Group’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 		$4.38M Sell
120,960
-43,014
-26% -$1.44M 0.01% 880
2020
Q3 		$4.41M Buy
163,974
+45,256
+38% +$1.31M 0.01% 779
2020
Q2 		$3.3M Buy
118,718
+21,080
+22% +$581K 0.01% 889
2020
Q1 		$2.36M Sell
97,638
-72,997
-43% -$2.58M 0.01% 956
2019
Q4 		$6.69M Sell
170,635
-76,152
-31% -$3M 0.02% 626
2019
Q3 		$9.99M Buy
246,787
+154,498
+167% +$5.75M 0.04% 475
2019
Q2 		$3.39M Buy
92,289
+33,328
+57% +$1.29M 0.01% 851
2019
Q1 		$2.14M Buy
58,961
+8,533
+17% +$320K 0.01% 1012
2018
Q4 		$1.54M Sell
50,428
-8,957
-15% -$349K 0.01% 1091
2018
Q3 		$2.63M Buy
59,385
+28,424
+92% +$1.2M 0.01% 913
2018
Q2 		$1.24M Sell
30,961
-43,339
-58% -$2.08M 0.01% 1249
2018
Q1 		$3.82M Buy
74,300
+40,685
+121% +$2.35M 0.02% 748
2017
Q4 		$1.97M Sell
33,615
-6,040
-15% -$357K 0.01% 986
2017
Q3 		$2.41M Buy
+39,655
New +$2.26M 0.01% 864

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

Aperio Group's BHF Position: Q4 2020 in Review

Aperio Group reduced its Brighthouse Financial (BHF) stake by 26% in Q4 2020, selling an estimated $1.44M and leaving 120,960 shares worth $4.38M. The position accounts for 0.01% of the portfolio, ranked #880.

Aperio Group first reported a position in BHF in Q3 2017 and has held it in 14 quarters since. The position peaked at $9.99M in Q3 2019. 415 funds tracked by Wall St. Rank hold BHF as of Q4 2020.

  • Aperio Group held 120,960 shares of Brighthouse Financial worth $4.38M as of Q4 2020.
  • Aperio Group sold 43,014 Brighthouse Financial shares in Q4 2020, an estimated $1.44M.
  • Brighthouse Financial made up 0.01% of Aperio Group's portfolio in Q4 2020, its #880 holding.
  • Aperio Group first reported a position in Brighthouse Financial in Q3 2017 and has held it in 14 quarters since.
  • Aperio Group's Brighthouse Financial position peaked at $9.99M in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2020.

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