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Convergence Investment Partners’s Brighthouse Financial BHF Stock Holding History

Convergence Investment Partners’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
Q4 		– Sell
-23,469
Closed -$632K – 233
2020
Q3 		$632K Buy
+23,469
New +$682K 0.22% 166
2018
Q2 		– Sell
-556
Closed -$29K – 378
2018
Q1 		$29K Buy
+556
New +$32.1K ﹤0.01% 522

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Convergence Investment Partners's BHF Position: Q4 2020 in Review

Convergence Investment Partners sold out of Brighthouse Financial (BHF) in Q4 2020, closing a stake of 23,469 shares — an estimated $632K sold.

Convergence Investment Partners first reported a position in BHF in Q1 2018 and held it in 2 quarters. The position peaked at $632K in Q3 2020. 415 funds tracked by Wall St. Rank hold BHF as of Q4 2020.

  • Convergence Investment Partners reported no remaining Brighthouse Financial position as of Q4 2020 after selling out during the quarter.
  • Convergence Investment Partners sold 23,469 Brighthouse Financial shares in Q4 2020, an estimated $632K.
  • Convergence Investment Partners first reported a position in Brighthouse Financial in Q1 2018 and held it in 2 quarters.
  • Convergence Investment Partners's Brighthouse Financial position peaked at $632K in Q3 2020.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2020.

Based on Convergence Investment Partners's 13F filing for Q4 2020, filed 5 Feb 2021.