Echo Street Capital Management’s Brighthouse Financial BHF Stock Holding History

Echo Street Capital Management’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 Q4	–	Sell	-7,449	Closed	-$365K	–	60
2023 Q3	$365K	Buy	7,449 +2,883	+63%	+$143K	﹤0.01%	338
2023 Q2	$216K	Sell	4,566 -5,779	-56%	-$249K	﹤0.01%	432
2023 Q1	$456K	Buy	+10,345	New	+$544K	﹤0.01%	277
2022 Q3	–	Sell	-8,124	Closed	-$333K	–	560
2022 Q2	$333K	Buy	8,124 +2,495	+44%	+$120K	﹤0.01%	404
2022 Q1	$291K	Sell	5,629 -8,839	-61%	-$472K	﹤0.01%	506
2021 Q4	$749K	Buy	14,468 +380	+3%	+$19.4K	0.01%	326
2021 Q3	$637K	Buy	14,088 +7,010	+99%	+$316K	﹤0.01%	359
2021 Q2	$322K	Buy	+7,078	New	+$333K	﹤0.01%	472
2020 Q3	–	Sell	-37,274	Closed	-$1.04M	–	141
2020 Q2	$1.04M	Buy	+37,274	New	+$1.03M	0.01%	256

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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Echo Street Capital Management's BHF Position: Q4 2023 in Review

Echo Street Capital Management sold out of Brighthouse Financial (BHF) in Q4 2023, closing a stake of 7,449 shares — an estimated $365K sold.

Echo Street Capital Management first reported a position in BHF in Q2 2020 and held it in 9 quarters. The position peaked at $1.04M in Q2 2020. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2023.

Echo Street Capital Management reported no remaining Brighthouse Financial position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,449 Brighthouse Financial shares in Q4 2023, an estimated $365K.
Echo Street Capital Management first reported a position in Brighthouse Financial in Q2 2020 and held it in 9 quarters.
Echo Street Capital Management's Brighthouse Financial position peaked at $1.04M in Q2 2020.
431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.