Gifford Fong Associates’s Brighthouse Financial BHF Stock Holding History

Gifford Fong Associates’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 Q1	–	Sell	-1,363	Closed	-$72K	–	129
2023 Q4	$72K	Hold	1,363	–	–	0.02%	133
2023 Q3	$67K	Hold	1,363	–	–	0.02%	134
2023 Q2	$65K	Hold	1,363	–	–	0.02%	134
2023 Q1	$60K	Hold	1,363	–	–	0.02%	134
2022 Q4	$70K	Hold	1,363	–	–	0.02%	133
2022 Q3	$59K	Hold	1,363	–	–	0.01%	134
2022 Q2	$56K	Hold	1,363	–	–	0.01%	134
2022 Q1	$70K	Hold	1,363	–	–	0.01%	133
2021 Q4	$71K	Hold	1,363	–	–	0.01%	133
2021 Q3	$62K	Hold	1,363	–	–	0.01%	132
2021 Q2	$62K	Hold	1,363	–	–	0.01%	132
2021 Q1	$60K	Hold	1,363	–	–	0.01%	132
2020 Q4	$49K	Hold	1,363	–	–	0.01%	131
2020 Q3	$37K	Hold	1,363	–	–	0.01%	126
2020 Q2	$38K	Hold	1,363	–	–	0.01%	125
2020 Q1	$33K	Hold	1,363	–	–	0.01%	123
2019 Q4	$53K	Hold	1,363	–	–	0.02%	122
2019 Q3	$55K	Hold	1,363	–	–	0.02%	121
2019 Q2	$50K	Hold	1,363	–	–	0.02%	119
2019 Q1	$49K	Hold	1,363	–	–	0.02%	115
2018 Q4	$42K	Hold	1,363	–	–	0.02%	116
2018 Q3	$60K	Hold	1,363	–	–	0.02%	116
2018 Q2	$55K	Buy	+1,363	New	+$65.6K	0.02%	111

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

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Gifford Fong Associates's BHF Position: Q1 2024 in Review

Gifford Fong Associates sold out of Brighthouse Financial (BHF) in Q1 2024, closing a stake of 1,363 shares — an estimated $72K sold.

Gifford Fong Associates first reported a position in BHF in Q2 2018 and held it in 23 quarters. The position peaked at $72K in Q4 2023. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

Gifford Fong Associates reported no remaining Brighthouse Financial position as of Q1 2024 after selling out during the quarter.
Gifford Fong Associates sold 1,363 Brighthouse Financial shares in Q1 2024, an estimated $72K.
Gifford Fong Associates first reported a position in Brighthouse Financial in Q2 2018 and held it in 23 quarters.
Gifford Fong Associates's Brighthouse Financial position peaked at $72K in Q4 2023.
427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on Gifford Fong Associates's 13F filing for Q1 2024, filed 10 May 2024.