Bank Julius Baer & Co
BHF icon

Bank Julius Baer & Co’s Brighthouse Financial BHF Stock Holding History

Bank Julius Baer & Co’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
2021
Q3 		– Sell
-44
Closed -$2K – 811
2021
Q2 		$2K Buy
44
+8
+22% +$376 ﹤0.01% 813
2021
Q1 		$2K Buy
36
+8
+29% +$329 ﹤0.01% 807
2020
Q4 		$1K Buy
+28
New +$940 ﹤0.01% 798
2020
Q3 		– Sell
-36
Closed -$1K – 741
2020
Q2 		$1K Hold
36
– – ﹤0.01% 660
2020
Q1 		$1K Buy
+36
New +$1.27K ﹤0.01% 627

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Bank Julius Baer & Co's BHF Position: Q3 2021 in Review

Bank Julius Baer & Co sold out of Brighthouse Financial (BHF) in Q3 2021, closing a stake of 44 shares — an estimated $2K sold.

Bank Julius Baer & Co first reported a position in BHF in Q1 2020 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 411 funds tracked by Wall St. Rank hold BHF as of Q3 2021.

  • Bank Julius Baer & Co reported no remaining Brighthouse Financial position as of Q3 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 44 Brighthouse Financial shares in Q3 2021, an estimated $2K.
  • Bank Julius Baer & Co first reported a position in Brighthouse Financial in Q1 2020 and held it in 5 quarters.
  • Bank Julius Baer & Co's Brighthouse Financial position peaked at $2K in Q2 2021.
  • 411 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2021.

Based on Bank Julius Baer & Co's 13F filing for Q3 2021, filed 12 Nov 2021.