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Bartlett & Co’s Brighthouse Financial BHF Stock Holding History

Bartlett & 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
2023
Q4 		– Sell
-72
Closed -$4K – 1203
2023
Q3 		$4K Sell
72
-8
-10% -$397 ﹤0.01% 1008
2023
Q2 		$4K Buy
80
+72
+900% +$3.1K ﹤0.01% 1000
2023
Q1 		$0 Hold
8
– – ﹤0.01% 1042
2022
Q4 		$0 Hold
8
– – ﹤0.01% 1082
2022
Q3 		$0 Hold
8
– – ﹤0.01% 1160
2022
Q2 		$0 Hold
8
– – ﹤0.01% 1276
2022
Q1 		$0 Buy
+8
New +$427 ﹤0.01% 1050
2021
Q4 		– Sell
-2
Closed – – 453
2021
Q3 		$0 Hold
2
– – ﹤0.01% 943
2021
Q2 		$0 Sell
2
-1
-33% -$47 ﹤0.01% 1030
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1065
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1154
2020
Q3 		$0 Hold
3
– – ﹤0.01% 826
2020
Q2 		$0 Sell
3
-1
-25% -$28 ﹤0.01% 831
2020
Q1 		$0 Buy
+4
New +$141 ﹤0.01% 822
2019
Q3 		$2K Buy
48
+12
+33% +$447 ﹤0.01% 819
2019
Q2 		$1K Hold
36
– – ﹤0.01% 693
2019
Q1 		$1K Sell
36
-109
-75% -$4.08K ﹤0.01% 663
2018
Q4 		$4K Sell
145
-377
-72% -$14.7K ﹤0.01% 628
2018
Q3 		$23K Sell
522
-716
-58% -$30.2K ﹤0.01% 522
2018
Q2 		$50K Sell
1,238
-949
-43% -$45.6K ﹤0.01% 428
2018
Q1 		$112K Sell
2,187
-128
-6% -$7.39K ﹤0.01% 306
2017
Q4 		$136K Sell
2,315
-82
-3% -$4.85K 0.01% 292
2017
Q3 		$146K Buy
+2,397
New +$137K 0.01% 282

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co's BHF Position: Q4 2023 in Review

Bartlett & Co sold out of Brighthouse Financial (BHF) in Q4 2023, closing a stake of 72 shares — an estimated $4K sold.

Bartlett & Co first reported a position in BHF in Q3 2017 and held it in 23 quarters. The position peaked at $146K in Q3 2017. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2023.

  • Bartlett & Co reported no remaining Brighthouse Financial position as of Q4 2023 after selling out during the quarter.
  • Bartlett & Co sold 72 Brighthouse Financial shares in Q4 2023, an estimated $4K.
  • Bartlett & Co first reported a position in Brighthouse Financial in Q3 2017 and held it in 23 quarters.
  • Bartlett & Co's Brighthouse Financial position peaked at $146K in Q3 2017.
  • 431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.