HeadInvest LLC’s Brighthouse Financial BHF Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-11	Closed	-$528	–	274
2023 Q3	$528	Buy	+11	New	+$547	﹤0.01%	728

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HeadInvest LLC's BHF Position: Q4 2023 in Review

HeadInvest LLC sold out of Brighthouse Financial (BHF) in Q4 2023, closing a stake of 11 shares — an estimated $528 sold.

HeadInvest LLC first reported a position in BHF in Q3 2023 and held it in 1 quarter. The position peaked at $528 in Q3 2023. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2023.

HeadInvest LLC reported no remaining Brighthouse Financial position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 11 Brighthouse Financial shares in Q4 2023, an estimated $528.
HeadInvest LLC first reported a position in Brighthouse Financial in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Brighthouse Financial position peaked at $528 in Q3 2023.
431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.