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Harvest Fund Management’s Brighthouse Financial BHF Stock Holding History

Harvest Fund 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
2023
Q2 		– Sell
-486
Closed -$21K – 675
2023
Q1 		$21K Hold
486
– – ﹤0.01% 573
2022
Q4 		$21K Sell
486
-3,204
-87% -$168K 0.01% 583
2022
Q3 		$160K Hold
3,690
– – 0.05% 225
2022
Q2 		$151K Hold
3,690
– – 0.04% 222
2022
Q1 		$190K Sell
3,690
-270
-7% -$14.4K 0.04% 218
2021
Q4 		$206K Buy
3,960
+2,567
+184% +$131K 0.03% 243
2021
Q3 		$63K Buy
1,393
+720
+107% +$32.5K 0.01% 354
2021
Q2 		$30K Hold
673
– – ﹤0.01% 564
2021
Q1 		$29K Buy
+673
New +$27.6K ﹤0.01% 574

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Harvest Fund Management's BHF Position: Q2 2023 in Review

Harvest Fund Management sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 486 shares — an estimated $21K sold.

Harvest Fund Management first reported a position in BHF in Q1 2021 and held it in 9 quarters. The position peaked at $206K in Q4 2021. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

  • Harvest Fund Management reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
  • Harvest Fund Management sold 486 Brighthouse Financial shares in Q2 2023, an estimated $21K.
  • Harvest Fund Management first reported a position in Brighthouse Financial in Q1 2021 and held it in 9 quarters.
  • Harvest Fund Management's Brighthouse Financial position peaked at $206K in Q4 2021.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Harvest Fund Management's 13F filing for Q2 2023, filed 7 Jul 2023.