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Glenmede Trust’s Brighthouse Financial BHF Stock Holding History

Glenmede Trust’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
Q3 		– Sell
-3,250
Closed -$143K – 1275
2023
Q2 		$143K Hold
3,250
– – ﹤0.01% 1129
2023
Q1 		$143K Buy
3,250
+507
+18% +$26.6K ﹤0.01% 1135
2022
Q4 		$141K Buy
+2,743
New +$143K ﹤0.01% 1127
2022
Q1 		– Sell
-511
Closed -$25K – 1330
2021
Q4 		$25K Buy
511
+7
+1% +$358 ﹤0.01% 1270
2021
Q3 		$22K Buy
504
+9
+2% +$406 ﹤0.01% 1242
2021
Q2 		$21K Sell
495
-85
-15% -$3.99K ﹤0.01% 1238
2021
Q1 		$25K Buy
+580
New +$23.8K ﹤0.01% 1150
2020
Q4 		– Sell
-580
Closed -$15K – 1324
2020
Q3 		$15K Sell
580
-241
-29% -$7K ﹤0.01% 1709
2020
Q2 		$21K Buy
821
+162
+25% +$4.47K ﹤0.01% 1565
2020
Q1 		$24K Hold
659
– – ﹤0.01% 1991
2019
Q4 		$24K Sell
659
-17
-3% -$669 ﹤0.01% 1991
2019
Q3 		$26 Buy
676
+36
+6% +$1.34K ﹤0.01% 1917
2019
Q2 		$22 Sell
640
-27
-4% -$1.04K ﹤0.01% 2021
2019
Q1 		$22 Buy
667
+188
+39% +$7.04K ﹤0.01% 2026
2018
Q4 		$13 Buy
+479
New +$18.7K ﹤0.01% 2159
2018
Q3 		– Sell
-663
Closed -$26K – 1476
2018
Q2 		$26K Sell
663
-1,366
-67% -$65.7K ﹤0.01% 1633
2018
Q1 		$118K Hold
2,029
– – ﹤0.01% 1342
2017
Q4 		$118K Sell
2,029
-520
-20% -$30.8K ﹤0.01% 1342
2017
Q3 		$154K Buy
+2,549
New +$145K ﹤0.01% 1312

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 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
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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Glenmede Trust's BHF Position: Q3 2023 in Review

Glenmede Trust sold out of Brighthouse Financial (BHF) in Q3 2023, closing a stake of 3,250 shares — an estimated $143K sold.

Glenmede Trust first reported a position in BHF in Q3 2017 and held it in 19 quarters. The position peaked at $154K in Q3 2017. 405 funds tracked by Wall St. Rank hold BHF as of Q3 2023.

  • Glenmede Trust reported no remaining Brighthouse Financial position as of Q3 2023 after selling out during the quarter.
  • Glenmede Trust sold 3,250 Brighthouse Financial shares in Q3 2023, an estimated $143K.
  • Glenmede Trust first reported a position in Brighthouse Financial in Q3 2017 and held it in 19 quarters.
  • Glenmede Trust's Brighthouse Financial position peaked at $154K in Q3 2017.
  • 405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2023.

Based on Glenmede Trust's 13F filing for Q3 2023, filed 14 Nov 2023.