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Ellevest Inc’s Brighthouse Financial BHF Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-565
Closed -$24.9K – 513
2023
Q1 		$24.9K Sell
565
-16
-3% -$841 ﹤0.01% 799
2022
Q4 		$29.8K Sell
581
-4
-0.7% -$209 ﹤0.01% 741
2022
Q3 		$25K Buy
585
+394
+206% +$17.9K ﹤0.01% 755
2022
Q2 		$8K Buy
191
+41
+27% +$1.98K ﹤0.01% 929
2022
Q1 		$8K Sell
150
-153
-50% -$8.16K ﹤0.01% 923
2021
Q4 		$16K Buy
303
+235
+346% +$12K ﹤0.01% 752
2021
Q3 		$3K Buy
68
+37
+119% +$1.67K ﹤0.01% 1048
2021
Q2 		$1K Hold
31
– – ﹤0.01% 1123
2021
Q1 		$1K Hold
31
– – ﹤0.01% 1126
2020
Q4 		$1K Hold
31
– – ﹤0.01% 1031
2020
Q3 		$1K Hold
31
– – ﹤0.01% 968
2020
Q2 		$1K Sell
31
-170
-85% -$4.69K ﹤0.01% 957
2020
Q1 		$5K Buy
201
+104
+107% +$3.68K ﹤0.01% 636
2019
Q4 		$4K Buy
+97
New +$3.82K ﹤0.01% 612

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Ellevest Inc's BHF Position: Q2 2023 in Review

Ellevest Inc sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 565 shares — an estimated $24.9K sold.

Ellevest Inc first reported a position in BHF in Q4 2019 and held it in 14 quarters. The position peaked at $29.8K in Q4 2022. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

  • Ellevest Inc reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 565 Brighthouse Financial shares in Q2 2023, an estimated $24.9K.
  • Ellevest Inc first reported a position in Brighthouse Financial in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's Brighthouse Financial position peaked at $29.8K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.