Axa
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Axa’s Brighthouse Financial BHF Stock Holding History

Axa’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
Q2 		– Sell
-129,330
Closed -$5.7M – 1087
2023
Q1 		$5.7M Buy
129,330
+4,430
+4% +$233K 0.02% 530
2022
Q4 		$6.4M Buy
+124,900
New +$6.53M 0.02% 528
2020
Q2 		– Sell
-12,200
Closed -$295K – 1229
2020
Q1 		$295K Sell
12,200
-90,400
-88% -$3.2M ﹤0.01% 1047
2019
Q4 		$4.03M Buy
+102,600
New +$4.04M 0.02% 674

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Axa's BHF Position: Q2 2023 in Review

Axa sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 129,330 shares — an estimated $5.7M sold.

Axa first reported a position in BHF in Q4 2019 and held it in 4 quarters. The position peaked at $6.4M in Q4 2022. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

  • Axa reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
  • Axa sold 129,330 Brighthouse Financial shares in Q2 2023, an estimated $5.7M.
  • Axa first reported a position in Brighthouse Financial in Q4 2019 and held it in 4 quarters.
  • Axa's Brighthouse Financial position peaked at $6.4M in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Axa's 13F filing for Q2 2023, filed 14 Aug 2023.