EWG Elevate’s Brighthouse Financial BHF Stock Holding History

EWG Elevate’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	-4	Closed	-$205	–	142
2022 Q4	$205	Buy	+4	New	+$209	﹤0.01%	829

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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

EWG Elevate's BHF Position: Q1 2023 in Review

EWG Elevate sold out of Brighthouse Financial (BHF) in Q1 2023, closing a stake of 4 shares — an estimated $205 sold.

EWG Elevate first reported a position in BHF in Q4 2022 and held it in 1 quarter. The position peaked at $205 in Q4 2022. 415 funds tracked by Wall St. Rank hold BHF as of Q1 2023.

EWG Elevate reported no remaining Brighthouse Financial position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 4 Brighthouse Financial shares in Q1 2023, an estimated $205.
EWG Elevate first reported a position in Brighthouse Financial in Q4 2022 and held it in 1 quarter.
EWG Elevate's Brighthouse Financial position peaked at $205 in Q4 2022.
415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.