DZ Bank
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DZ Bank’s Brighthouse Financial BHF Stock Holding History

DZ Bank’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
Q1 		– Sell
-505,863
Closed -$25.9M – 1047
2022
Q4 		$25.9M Buy
+505,863
New +$26.4M 0.04% 228
2022
Q2 		– Sell
-575
Closed -$30.2K – 1020
2022
Q1 		$30.2K Buy
+575
New +$30.7K ﹤0.01% 959

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

DZ Bank's BHF Position: Q1 2023 in Review

DZ Bank sold out of Brighthouse Financial (BHF) in Q1 2023, closing a stake of 505,863 shares — an estimated $25.9M sold.

DZ Bank first reported a position in BHF in Q1 2022 and held it in 2 quarters. The position peaked at $25.9M in Q4 2022. 415 funds tracked by Wall St. Rank hold BHF as of Q1 2023.

  • DZ Bank reported no remaining Brighthouse Financial position as of Q1 2023 after selling out during the quarter.
  • DZ Bank sold 505,863 Brighthouse Financial shares in Q1 2023, an estimated $25.9M.
  • DZ Bank first reported a position in Brighthouse Financial in Q1 2022 and held it in 2 quarters.
  • DZ Bank's Brighthouse Financial position peaked at $25.9M in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2023.

Based on DZ Bank's 13F filing for Q1 2023, filed 15 May 2023.