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Heritage Financial Services’s Brighthouse Financial BHF Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-43
Closed -$1K – 106
2022
Q2 		$1K Buy
+43
New +$2.08K ﹤0.01% 434

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Financial Services's BHF Position: Q3 2022 in Review

Heritage Financial Services sold out of Brighthouse Financial (BHF) in Q3 2022, closing a stake of 43 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in BHF in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

  • Heritage Financial Services reported no remaining Brighthouse Financial position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 43 Brighthouse Financial shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Brighthouse Financial in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Brighthouse Financial position peaked at $1K in Q2 2022.
  • 413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.