Aspire Private Capital’s Brighthouse Financial BHF Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-17	Closed	-$766	–	210
2024 Q3	$766	Hold	17	–	–	﹤0.01%	601
2024 Q2	$737	Hold	17	–	–	﹤0.01%	611
2024 Q1	$876	Hold	17	–	–	﹤0.01%	637
2023 Q4	$899	Hold	17	–	–	﹤0.01%	616
2023 Q3	$831	Hold	17	–	–	﹤0.01%	609
2023 Q2	$805	Hold	17	–	–	﹤0.01%	587
2023 Q1	$750	Hold	17	–	–	﹤0.01%	580
2022 Q4	$872	Hold	17	–	–	﹤0.01%	565
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	546
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	526
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	532
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	572
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	535
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	534
2021 Q1	$1K	Buy	17 +15	+750%	+$616	﹤0.01%	493
2020 Q4	$0	Buy	+2	New	+$67	﹤0.01%	463
2020 Q1	–	Sell	-2	Closed	–	–	255
2019 Q4	$0	Hold	2	–	–	﹤0.01%	487
2019 Q3	$0	Hold	2	–	–	﹤0.01%	462
2019 Q2	$0	Hold	2	–	–	﹤0.01%	529
2019 Q1	$0	Hold	2	–	–	﹤0.01%	556
2018 Q4	$0	Buy	+2	New	+$78	﹤0.01%	533

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

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Aspire Private Capital's BHF Position: Q4 2024 in Review

Aspire Private Capital sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 17 shares — an estimated $766 sold.

Aspire Private Capital first reported a position in BHF in Q4 2018 and held it in 21 quarters. The position peaked at $1K in Q3 2022. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

Aspire Private Capital reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 17 Brighthouse Financial shares in Q4 2024, an estimated $766.
Aspire Private Capital first reported a position in Brighthouse Financial in Q4 2018 and held it in 21 quarters.
Aspire Private Capital's Brighthouse Financial position peaked at $1K in Q3 2022.
410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.