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Burney Company’s Brighthouse Financial BHF Stock Holding History

Burney Company’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
2024
Q2 		– Sell
-5,462
Closed -$282K – 596
2024
Q1 		$282K Sell
5,462
-1,414
-21% -$70.2K 0.01% 533
2023
Q4 		$364K Sell
6,876
-2,341
-25% -$116K 0.02% 471
2023
Q3 		$451K Sell
9,217
-1,437
-13% -$71.4K 0.02% 418
2023
Q2 		$504K Sell
10,654
-1,925
-15% -$82.9K 0.02% 411
2023
Q1 		$555K Sell
12,579
-2,306
-15% -$121K 0.03% 390
2022
Q4 		$763K Sell
14,885
-14,927
-50% -$780K 0.04% 336
2022
Q3 		$1.29M Sell
29,812
-164
-0.5% -$7.47K 0.07% 258
2022
Q2 		$1.23M Sell
29,976
-8,847
-23% -$427K 0.06% 274
2022
Q1 		$2M Sell
38,823
-95,396
-71% -$5.09M 0.09% 232
2021
Q4 		$6.95M Buy
134,219
+1,227
+0.9% +$62.8K 0.3% 101
2021
Q3 		$6.01M Buy
132,992
+966
+0.7% +$43.5K 0.28% 109
2021
Q2 		$6.01M Buy
132,026
+5,423
+4% +$255K 0.28% 113
2021
Q1 		$5.6M Buy
126,603
+5,434
+4% +$223K 0.28% 115
2020
Q4 		$4.39M Buy
121,169
+2,933
+2% +$98.5K 0.24% 128
2020
Q3 		$3.18M Buy
118,236
+18,083
+18% +$525K 0.2% 150
2020
Q2 		$2.79M Buy
+100,153
New +$2.76M 0.18% 159

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
DCM
DME Capital Management New York $3.19B AUM 23.22% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burney Company's BHF Position: Q2 2024 in Review

Burney Company sold out of Brighthouse Financial (BHF) in Q2 2024, closing a stake of 5,462 shares — an estimated $282K sold.

Burney Company first reported a position in BHF in Q2 2020 and held it in 16 quarters. The position peaked at $6.95M in Q4 2021. 428 funds tracked by Wall St. Rank hold BHF as of Q2 2024.

  • Burney Company reported no remaining Brighthouse Financial position as of Q2 2024 after selling out during the quarter.
  • Burney Company sold 5,462 Brighthouse Financial shares in Q2 2024, an estimated $282K.
  • Burney Company first reported a position in Brighthouse Financial in Q2 2020 and held it in 16 quarters.
  • Burney Company's Brighthouse Financial position peaked at $6.95M in Q4 2021.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2024.

Based on Burney Company's 13F filing for Q2 2024, filed 29 Jul 2024.