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Baron Silver Stevens Financial Advisors’s Brighthouse Financial BHF Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q4 		– Sell
-24
Closed -$333K – 102
2022
Q3 		$333K Buy
+24
New +$1.09K 0.09% 62
2021
Q1 		– Sell
-24
Closed – – 92
2020
Q4 		$0 Buy
+24
New +$806 ﹤0.01% 494

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's BHF Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of Brighthouse Financial (BHF) in Q4 2022, closing a stake of 24 shares — an estimated $333K sold.

Baron Silver Stevens Financial Advisors first reported a position in BHF in Q4 2020 and held it in 2 quarters. The position peaked at $333K in Q3 2022. 427 funds tracked by Wall St. Rank hold BHF as of Q4 2022.

  • Baron Silver Stevens Financial Advisors reported no remaining Brighthouse Financial position as of Q4 2022 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 24 Brighthouse Financial shares in Q4 2022, an estimated $333K.
  • Baron Silver Stevens Financial Advisors first reported a position in Brighthouse Financial in Q4 2020 and held it in 2 quarters.
  • Baron Silver Stevens Financial Advisors's Brighthouse Financial position peaked at $333K in Q3 2022.
  • 427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.