BDF
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Balasa Dinverno & Foltz’s Brighthouse Financial BHF Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q3 		$1.3M Buy
29,881
+9,805
+49% +$446K 0.08% 98
2022
Q2 		$824K Buy
20,076
+4,251
+27% +$205K 0.05% 143
2022
Q1 		$818K Sell
15,825
-616
-4% -$32.9K 0.06% 145
2021
Q4 		$852K Sell
16,441
-175
-1% -$8.95K 0.05% 146
2021
Q3 		$752K Sell
16,616
-2,638
-14% -$119K 0.05% 148
2021
Q2 		$877K Sell
19,254
-1,466
-7% -$68.9K 0.06% 131
2021
Q1 		$917K Sell
20,720
-3,513
-14% -$144K 0.07% 123
2020
Q4 		$877K Sell
24,233
-12,349
-34% -$415K 0.07% 117
2020
Q3 		$984K Buy
+36,582
New +$1.06M 0.09% 96
2020
Q2 		– Sell
-11,156
Closed -$270K – 241
2020
Q1 		$270K Buy
11,156
+3,348
+43% +$118K 0.03% 200
2019
Q4 		$306K Buy
+7,808
New +$307K 0.03% 208

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Balasa Dinverno & Foltz's BHF Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Brighthouse Financial (BHF) stake by 49% in Q3 2022, buying an estimated $446K and bringing the position to 29,881 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #98.

Balasa Dinverno & Foltz first reported a position in BHF in Q4 2019 and has held it in 11 quarters since. 413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

  • Balasa Dinverno & Foltz held 29,881 shares of Brighthouse Financial worth $1.3M as of Q3 2022.
  • Balasa Dinverno & Foltz bought 9,805 Brighthouse Financial shares in Q3 2022, an estimated $446K.
  • Brighthouse Financial made up 0.08% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #98 holding.
  • Balasa Dinverno & Foltz first reported a position in Brighthouse Financial in Q4 2019 and has held it in 11 quarters since.
  • 413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.