Gemmer Asset Management’s Brighthouse Financial BHF Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-106	Closed	-$5K	–	218
2022 Q1	$5K	Buy	106 +2	+2%	+$107	﹤0.01%	911
2021 Q4	$5K	Hold	104	–	–	﹤0.01%	959
2021 Q3	$5K	Hold	104	–	–	﹤0.01%	925
2021 Q2	$5K	Hold	104	–	–	﹤0.01%	1053
2021 Q1	$5K	Hold	104	–	–	﹤0.01%	1033
2020 Q4	$4K	Hold	104	–	–	﹤0.01%	1044
2020 Q3	$3K	Hold	104	–	–	﹤0.01%	1034
2020 Q2	$3K	Hold	104	–	–	﹤0.01%	1021
2020 Q1	$3K	Buy	104 +91	+700%	+$3.22K	﹤0.01%	925
2019 Q4	$1K	Hold	13	–	–	﹤0.01%	1290
2019 Q3	$1K	Sell	13 -172	-93%	-$6.41K	﹤0.01%	1312
2019 Q2	$7K	Buy	185 +172	+1,323%	+$6.64K	﹤0.01%	785
2019 Q1	$0	Hold	13	–	–	﹤0.01%	1397
2018 Q4	$0	Sell	13 -283	-96%	-$11K	﹤0.01%	1360
2018 Q3	$13K	Sell	296 -132	-31%	-$5.56K	﹤0.01%	565
2018 Q2	$17K	Buy	428 +214	+100%	+$10.3K	0.01%	460
2018 Q1	$11K	Buy	214 +2	+0.9%	+$116	﹤0.01%	635
2017 Q4	$12K	Hold	212	–	–	﹤0.01%	617
2017 Q3	$13K	Buy	+212	New	+$12.1K	﹤0.01%	544

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Gemmer Asset Management's BHF Position: Q2 2022 in Review

Gemmer Asset Management sold out of Brighthouse Financial (BHF) in Q2 2022, closing a stake of 106 shares — an estimated $5K sold.

Gemmer Asset Management first reported a position in BHF in Q3 2017 and held it in 19 quarters. The position peaked at $17K in Q2 2018. 417 funds tracked by Wall St. Rank hold BHF as of Q2 2022.

Gemmer Asset Management reported no remaining Brighthouse Financial position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 106 Brighthouse Financial shares in Q2 2022, an estimated $5K.
Gemmer Asset Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 19 quarters.
Gemmer Asset Management's Brighthouse Financial position peaked at $17K in Q2 2018.
417 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.