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Evolution Advisers’s Brighthouse Financial BHF Stock Holding History

Evolution Advisers’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
-3
Closed -$1K – 161
2024
Q1 		$1K Hold
3
– – ﹤0.01% 157
2023
Q4 		$0 Hold
3
– – ﹤0.01% 214
2023
Q3 		$0 Hold
3
– – ﹤0.01% 137
2023
Q2 		$0 Hold
3
– – ﹤0.01% 150
2023
Q1 		$0 Hold
3
– – ﹤0.01% 141
2022
Q4 		$0 Hold
3
– – ﹤0.01% 143
2022
Q3 		$0 Hold
3
– – ﹤0.01% 137
2022
Q2 		$0 Hold
3
– – ﹤0.01% 136
2022
Q1 		$0 Buy
+3
New +$160 ﹤0.01% 134

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

Evolution Advisers's BHF Position: Q2 2024 in Review

Evolution Advisers sold out of Brighthouse Financial (BHF) in Q2 2024, closing a stake of 3 shares — an estimated $1K sold.

Evolution Advisers first reported a position in BHF in Q1 2022 and held it in 9 quarters. The position peaked at $1K in Q1 2024. 428 funds tracked by Wall St. Rank hold BHF as of Q2 2024.

  • Evolution Advisers reported no remaining Brighthouse Financial position as of Q2 2024 after selling out during the quarter.
  • Evolution Advisers sold 3 Brighthouse Financial shares in Q2 2024, an estimated $1K.
  • Evolution Advisers first reported a position in Brighthouse Financial in Q1 2022 and held it in 9 quarters.
  • Evolution Advisers's Brighthouse Financial position peaked at $1K in Q1 2024.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2024.

Based on Evolution Advisers's 13F filing for Q2 2024, filed 26 Jul 2024.