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Charter Oak Capital Management’s Brighthouse Financial BHF Stock Holding History

Charter Oak Capital Management’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 		– Sell
-2
Closed – – 236
2022
Q2 		$0 Hold
2
– – ﹤0.01% 919
2022
Q1 		$0 Sell
2
-13
-87% -$694 ﹤0.01% 961
2021
Q4 		$1K Hold
15
– – ﹤0.01% 801
2021
Q3 		$1K Hold
15
– – ﹤0.01% 774
2021
Q2 		$1K Hold
15
– – ﹤0.01% 761
2021
Q1 		$1K Hold
15
– – ﹤0.01% 732
2020
Q4 		$1K Buy
+15
New +$504 ﹤0.01% 693

Other funds holding BHF

Dodge & Cox
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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

Charter Oak Capital Management's BHF Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Brighthouse Financial (BHF) in Q3 2022, closing a stake of 2 shares.

Charter Oak Capital Management first reported a position in BHF in Q4 2020 and held it in 7 quarters. The position peaked at $1K in Q4 2021. 413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Brighthouse Financial position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 2 Brighthouse Financial shares in Q3 2022.
  • Charter Oak Capital Management first reported a position in Brighthouse Financial in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Brighthouse Financial position peaked at $1K in Q4 2021.
  • 413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.