Disciplined Investments’s Brighthouse Financial BHF Stock Holding History

Disciplined 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
2023 Q3	–	Sell	-17	Closed	-$805	–	265
2023 Q2	$805	Sell	17 -1	-6%	-$43	﹤0.01%	1052
2023 Q1	$794	Sell	18 -4	-18%	-$210	﹤0.01%	1065
2022 Q4	$1.13K	Sell	22 -1	-4%	-$52	﹤0.01%	854
2022 Q3	$1K	Buy	23 +6	+35%	+$273	﹤0.01%	801
2022 Q2	$1K	Sell	17 -3	-15%	-$145	﹤0.01%	820
2022 Q1	$1K	Buy	20 +18	+900%	+$960	﹤0.01%	880
2021 Q4	$0	Hold	2	–	–	﹤0.01%	489
2021 Q3	$0	Hold	2	–	–	﹤0.01%	437
2021 Q2	$0	Hold	2	–	–	﹤0.01%	418
2021 Q1	$0	Hold	2	–	–	﹤0.01%	393
2020 Q4	$0	Hold	2	–	–	﹤0.01%	322
2020 Q3	$0	Hold	2	–	–	﹤0.01%	406
2020 Q2	$0	Hold	2	–	–	﹤0.01%	405
2020 Q1	$0	Hold	2	–	–	﹤0.01%	424
2019 Q4	$0	Buy	+2	New	+$79	﹤0.01%	423

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Disciplined Investments's BHF Position: Q3 2023 in Review

Disciplined Investments sold out of Brighthouse Financial (BHF) in Q3 2023, closing a stake of 17 shares — an estimated $805 sold.

Disciplined Investments first reported a position in BHF in Q4 2019 and held it in 15 quarters. The position peaked at $1.13K in Q4 2022. 405 funds tracked by Wall St. Rank hold BHF as of Q3 2023.

Disciplined Investments reported no remaining Brighthouse Financial position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 17 Brighthouse Financial shares in Q3 2023, an estimated $805.
Disciplined Investments first reported a position in Brighthouse Financial in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Brighthouse Financial position peaked at $1.13K in Q4 2022.
405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.