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Estabrook Capital Management’s Brighthouse Financial BHF Stock Holding History

Estabrook 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
2024
Q2 		– Sell
-450
Closed -$23.2K – 349
2024
Q1 		$23.2K Hold
450
– – ﹤0.01% 243
2023
Q4 		$23.8K Hold
450
– – ﹤0.01% 240
2023
Q3 		$22K Hold
450
– – ﹤0.01% 245
2023
Q2 		$21.3K Sell
450
-135
-23% -$5.81K ﹤0.01% 258
2023
Q1 		$25.8K Hold
585
– – ﹤0.01% 254
2022
Q4 		$30K Hold
585
– – 0.01% 243
2022
Q3 		$25.4K Hold
585
– – ﹤0.01% 250
2022
Q2 		$24K Hold
585
– – ﹤0.01% 272
2022
Q1 		$30.2K Hold
585
– – ﹤0.01% 257
2021
Q4 		$30.3K Sell
585
-7
-1% -$358 ﹤0.01% 266
2021
Q3 		$26.8K Hold
592
– – ﹤0.01% 229
2021
Q2 		$27K Buy
592
+135
+30% +$6.34K ﹤0.01% 238
2021
Q1 		$20.2K Buy
457
+450
+6,429% +$18.5K ﹤0.01% 254
2020
Q4 		$253 Hold
7
– – ﹤0.01% 325
2020
Q3 		$188 Hold
7
– – ﹤0.01% 317
2020
Q2 		$195 Hold
7
– – ﹤0.01% 327
2020
Q1 		$169 Hold
7
– – ﹤0.01% 329
2019
Q4 		$275 Hold
7
– – ﹤0.01% 334
2019
Q3 		$283 Hold
7
– – ﹤0.01% 325
2019
Q2 		$257 Hold
7
– – ﹤0.01% 317
2019
Q1 		$254 Hold
7
– – ﹤0.01% 325
2018
Q4 		$213 Sell
7
-35
-83% -$1.37K ﹤0.01% 330
2018
Q3 		$1.86K Hold
42
– – ﹤0.01% 334
2018
Q2 		$1.68K Hold
42
– – ﹤0.01% 339
2018
Q1 		$2.16K Buy
42
+7
+20% +$404 ﹤0.01% 343
2017
Q4 		$2.05K Hold
35
– – ﹤0.01% 348
2017
Q3 		$2.13K Buy
+35
New +$2K ﹤0.01% 364

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
DCM
DME Capital Management New York $3.19B AUM 23.22% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Estabrook Capital Management's BHF Position: Q2 2024 in Review

Estabrook Capital Management sold out of Brighthouse Financial (BHF) in Q2 2024, closing a stake of 450 shares — an estimated $23.2K sold.

Estabrook Capital Management first reported a position in BHF in Q3 2017 and held it in 27 quarters. The position peaked at $30.3K in Q4 2021. 428 funds tracked by Wall St. Rank hold BHF as of Q2 2024.

  • Estabrook Capital Management reported no remaining Brighthouse Financial position as of Q2 2024 after selling out during the quarter.
  • Estabrook Capital Management sold 450 Brighthouse Financial shares in Q2 2024, an estimated $23.2K.
  • Estabrook Capital Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 27 quarters.
  • Estabrook Capital Management's Brighthouse Financial position peaked at $30.3K in Q4 2021.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2024.

Based on Estabrook Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.