Horan Securities’s Brighthouse Financial BHF Stock Holding History

Horan Securities’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	-28	Closed	-$1.33K	–	155
2023 Q2	$1.33K	Hold	28	–	–	﹤0.01%	602
2023 Q1	$1.24K	Hold	28	–	–	﹤0.01%	607
2022 Q4	$1.44K	Hold	28	–	–	﹤0.01%	587
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	524
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	598
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	471
2021 Q4	$1K	Buy	+28	New	+$1.43K	﹤0.01%	470
2021 Q2	$1K	Hold	28	–	–	﹤0.01%	427
2021 Q1	$1K	Buy	28 +5	+22%	+$205	﹤0.01%	384
2020 Q4	$1K	Hold	23	–	–	﹤0.01%	375
2020 Q3	$1K	Hold	23	–	–	﹤0.01%	325
2020 Q2	$1K	Hold	23	–	–	﹤0.01%	292
2020 Q1	$1K	Buy	+23	New	+$814	﹤0.01%	218
2019 Q4	–	Sell	-23	Closed	-$1K	–	50
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	236
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	270
2019 Q1	$1K	Hold	23	–	–	﹤0.01%	220
2018 Q4	$1K	Buy	23 +5	+28%	+$195	﹤0.01%	209
2018 Q3	$1K	Buy	18 +5	+38%	+$211	﹤0.01%	201
2018 Q2	$1K	Hold	13	–	–	﹤0.01%	204
2018 Q1	$1K	Hold	13	–	–	﹤0.01%	195
2017 Q4	$1K	Buy	+13	New	+$769	﹤0.01%	192

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

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Horan Securities's BHF Position: Q3 2023 in Review

Horan Securities sold out of Brighthouse Financial (BHF) in Q3 2023, closing a stake of 28 shares — an estimated $1.33K sold.

Horan Securities first reported a position in BHF in Q4 2017 and held it in 21 quarters. The position peaked at $1.44K in Q4 2022. 405 funds tracked by Wall St. Rank hold BHF as of Q3 2023.

Horan Securities reported no remaining Brighthouse Financial position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 28 Brighthouse Financial shares in Q3 2023, an estimated $1.33K.
Horan Securities first reported a position in Brighthouse Financial in Q4 2017 and held it in 21 quarters.
Horan Securities's Brighthouse Financial position peaked at $1.44K in Q4 2022.
405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.