DU
BHF icon

Delphia (USA)’s Brighthouse Financial BHF Stock Holding History

Delphia (USA)’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
2023
Q3 		– Sell
-9,840
Closed -$466K – 28
2023
Q2 		$466K Buy
+9,840
New +$424K 0.74% 33
2022
Q3 		– Sell
-9,892
Closed -$406K – 303
2022
Q2 		$406K Buy
9,892
+5,340
+117% +$258K 0.28% 113
2022
Q1 		$235K Sell
4,552
-2,241
-33% -$120K 0.18% 223
2021
Q4 		$352K Buy
+6,793
New +$348K 0.37% 88

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Delphia (USA)'s BHF Position: Q3 2023 in Review

Delphia (USA) sold out of Brighthouse Financial (BHF) in Q3 2023, closing a stake of 9,840 shares — an estimated $466K sold.

Delphia (USA) first reported a position in BHF in Q4 2021 and held it in 4 quarters. The position peaked at $466K in Q2 2023. 405 funds tracked by Wall St. Rank hold BHF as of Q3 2023.

  • Delphia (USA) reported no remaining Brighthouse Financial position as of Q3 2023 after selling out during the quarter.
  • Delphia (USA) sold 9,840 Brighthouse Financial shares in Q3 2023, an estimated $466K.
  • Delphia (USA) first reported a position in Brighthouse Financial in Q4 2021 and held it in 4 quarters.
  • Delphia (USA)'s Brighthouse Financial position peaked at $466K in Q2 2023.
  • 405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2023.

Based on Delphia (USA)'s 13F filing for Q3 2023, filed 15 Nov 2023.