ClearBridge Investments
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ClearBridge Investments’s Brighthouse Financial BHF Stock Holding History

ClearBridge Investments’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
Q3 		– Sell
-610
Closed -$17K – 801
2020
Q2 		$17K Sell
610
-44
-7% -$1.21K ﹤0.01% 854
2020
Q1 		$16K Sell
654
-27
-4% -$955 ﹤0.01% 905
2019
Q4 		$27K Sell
681
-424,415
-100% -$16.7M ﹤0.01% 931
2019
Q3 		$17.2M Sell
425,096
-305
-0.1% -$11.4K 0.02% 455
2019
Q2 		$15.6M Sell
425,401
-436,989
-51% -$16.9M 0.01% 465
2019
Q1 		$31.3M Buy
862,390
+128,543
+18% +$4.82M 0.03% 377
2018
Q4 		$22.4M Sell
733,847
-227,692
-24% -$8.88M 0.02% 408
2018
Q3 		$42.5M Buy
961,539
+754,454
+364% +$31.8M 0.04% 344
2018
Q2 		$8.3M Sell
207,085
-609
-0.3% -$29.3K 0.01% 492
2018
Q1 		$10.7M Sell
207,694
-5,357
-3% -$309K 0.01% 465
2017
Q4 		$12.5M Sell
213,051
-428,642
-67% -$25.4M 0.01% 458
2017
Q3 		$39M Buy
+641,693
New +$36.6M 0.04% 352

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments's BHF Position: Q3 2020 in Review

ClearBridge Investments sold out of Brighthouse Financial (BHF) in Q3 2020, closing a stake of 610 shares — an estimated $17K sold.

ClearBridge Investments first reported a position in BHF in Q3 2017 and held it in 12 quarters. The position peaked at $42.5M in Q3 2018. 376 funds tracked by Wall St. Rank hold BHF as of Q3 2020.

  • ClearBridge Investments reported no remaining Brighthouse Financial position as of Q3 2020 after selling out during the quarter.
  • ClearBridge Investments sold 610 Brighthouse Financial shares in Q3 2020, an estimated $17K.
  • ClearBridge Investments first reported a position in Brighthouse Financial in Q3 2017 and held it in 12 quarters.
  • ClearBridge Investments's Brighthouse Financial position peaked at $42.5M in Q3 2018.
  • 376 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2020.

Based on ClearBridge Investments's 13F filing for Q3 2020, filed 12 Nov 2020.