CP
BHF icon

Cumberland Partners’s Brighthouse Financial BHF Stock Holding History

Cumberland 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
Q2 		– Sell
-218,339
Closed -$5.28M – 156
2020
Q1 		$5.28M Sell
218,339
-137,642
-39% -$4.87M 0.63% 42
2019
Q4 		$14M Sell
355,981
-12,829
-3% -$505K 1.24% 27
2019
Q3 		$14.9M Sell
368,810
-11,098
-3% -$413K 1.43% 25
2019
Q2 		$13.9M Sell
379,908
-5,652
-1% -$218K 1.34% 24
2019
Q1 		$14M Buy
385,560
+62,688
+19% +$2.35M 1.41% 23
2018
Q4 		$9.84M Buy
322,872
+64,760
+25% +$2.53M 1.11% 27
2018
Q3 		$11.4M Buy
258,112
+43,081
+20% +$1.81M 1.09% 29
2018
Q2 		$8.62M Sell
215,031
-1,210
-0.6% -$58.2K 0.87% 35
2018
Q1 		$11.1M Buy
216,241
+21,862
+11% +$1.26M 1.57% 29
2017
Q4 		$11.4M Buy
194,379
+22,509
+13% +$1.33M 1.5% 26
2017
Q3 		$10.4M Buy
+171,870
New +$9.8M 1.41% 27

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

Cumberland Partners's BHF Position: Q2 2020 in Review

Cumberland Partners sold out of Brighthouse Financial (BHF) in Q2 2020, closing a stake of 218,339 shares — an estimated $5.28M sold.

Cumberland Partners first reported a position in BHF in Q3 2017 and held it in 11 quarters. The position peaked at $14.9M in Q3 2019. 405 funds tracked by Wall St. Rank hold BHF as of Q2 2020.

  • Cumberland Partners reported no remaining Brighthouse Financial position as of Q2 2020 after selling out during the quarter.
  • Cumberland Partners sold 218,339 Brighthouse Financial shares in Q2 2020, an estimated $5.28M.
  • Cumberland Partners first reported a position in Brighthouse Financial in Q3 2017 and held it in 11 quarters.
  • Cumberland Partners's Brighthouse Financial position peaked at $14.9M in Q3 2019.
  • 405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2020.

Based on Cumberland Partners's 13F filing for Q2 2020, filed 4 Aug 2020.