CI Investments Inc
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CI Investments Inc’s Brighthouse Financial BHF Stock Holding History

CI Investments Inc’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
2025
Q1 		– Sell
-100
Closed -$5K – 1306
2024
Q4 		$5K Sell
100
-8,900
-99% -$435K ﹤0.01% 1272
2024
Q3 		$405K Buy
9,000
+2,000
+29% +$89.9K ﹤0.01% 525
2024
Q2 		$303K Buy
+7,000
New +$323K ﹤0.01% 554
2023
Q4 		– Sell
-8,700
Closed -$426K – 1276
2023
Q3 		$426K Sell
8,700
-5,000
-36% -$248K ﹤0.01% 463
2023
Q2 		$649K Buy
13,700
+5,700
+71% +$245K ﹤0.01% 414
2023
Q1 		$353K Buy
8,000
+4,500
+129% +$236K ﹤0.01% 496
2022
Q4 		$179K Sell
3,500
-1,500
-30% -$78.4K ﹤0.01% 626
2022
Q3 		$217K Buy
5,000
+1,700
+52% +$77.4K ﹤0.01% 574
2022
Q2 		$135K Buy
+3,300
New +$159K ﹤0.01% 669

Other funds holding BHF

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CI Investments Inc's BHF Position: Q1 2025 in Review

CI Investments Inc sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 100 shares — an estimated $5K sold.

CI Investments Inc first reported a position in BHF in Q2 2022 and held it in 9 quarters. The position peaked at $649K in Q2 2023. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • CI Investments Inc reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
  • CI Investments Inc sold 100 Brighthouse Financial shares in Q1 2025, an estimated $5K.
  • CI Investments Inc first reported a position in Brighthouse Financial in Q2 2022 and held it in 9 quarters.
  • CI Investments Inc's Brighthouse Financial position peaked at $649K in Q2 2023.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on CI Investments Inc's 13F filing for Q1 2025, filed 13 May 2025.