Chevy Chase Trust
BHF icon

Chevy Chase Trust’s Brighthouse Financial BHF Stock Holding History

Chevy Chase Trust’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
2020
Q1 		– Sell
-109
Closed -$4K – 669
2019
Q4 		$4K Buy
+109
New +$4.29K ﹤0.01% 1107
2019
Q1 		– Sell
-97,687
Closed -$2.98M – 661
2018
Q4 		$2.98M Sell
97,687
-741
-0.8% -$28.9K 0.01% 531
2018
Q3 		$4.36M Sell
98,428
-2,256
-2% -$95K 0.02% 525
2018
Q2 		$4.03M Buy
100,684
+19,488
+24% +$937K 0.02% 530
2018
Q1 		$4.17M Sell
81,196
-2,385
-3% -$138K 0.02% 525
2017
Q4 		$4.9M Sell
83,581
-218
-0.3% -$12.9K 0.02% 511
2017
Q3 		$5.09M Buy
+83,799
New +$4.78M 0.02% 506

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Chevy Chase Trust's BHF Position: Q1 2020 in Review

Chevy Chase Trust sold out of Brighthouse Financial (BHF) in Q1 2020, closing a stake of 109 shares — an estimated $4K sold.

Chevy Chase Trust first reported a position in BHF in Q3 2017 and held it in 7 quarters. The position peaked at $5.09M in Q3 2017. 402 funds tracked by Wall St. Rank hold BHF as of Q1 2020.

  • Chevy Chase Trust reported no remaining Brighthouse Financial position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 109 Brighthouse Financial shares in Q1 2020, an estimated $4K.
  • Chevy Chase Trust first reported a position in Brighthouse Financial in Q3 2017 and held it in 7 quarters.
  • Chevy Chase Trust's Brighthouse Financial position peaked at $5.09M in Q3 2017.
  • 402 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.