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Horiko Capital Management’s Brighthouse Financial BHF Stock Holding History

Horiko Capital 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
2024
Q3 		– Sell
-21,761
Closed -$943K – 22
2024
Q2 		$943K Hold
21,761
– – 0.27% 20
2024
Q1 		$1.12M Sell
21,761
-300
-1% -$14.9K 0.34% 20
2023
Q4 		$1.17M Hold
22,061
– – 0.4% 23
2023
Q3 		$1.08M Buy
22,061
+1,517
+7% +$75.4K 0.57% 20
2023
Q2 		$973K Sell
20,544
-10
-0% -$431 0.52% 21
2023
Q1 		$907K Sell
20,554
-18,640
-48% -$979K 0.55% 23
2022
Q4 		$2.01M Hold
39,194
– – 1.55% 17
2022
Q3 		$1.7M Hold
39,194
– – 1.38% 18
2022
Q2 		$1.61M Buy
+39,194
New +$1.89M 1.18% 22
2022
Q1 		– Sell
-30,138
Closed -$1.56M – 26
2021
Q4 		$1.56M Sell
30,138
-32,298
-52% -$1.65M 0.53% 23
2021
Q3 		$2.82M Sell
62,436
-15,519
-20% -$700K 1.09% 18
2021
Q2 		$3.55M Sell
77,955
-64,226
-45% -$3.02M 1.33% 18
2021
Q1 		$6.29M Sell
142,181
-29,225
-17% -$1.2M 2.84% 11
2020
Q4 		$6.21M Buy
171,406
+1,900
+1% +$63.8K 3.2% 10
2020
Q3 		$4.56M Sell
169,506
-12,500
-7% -$363K 2.63% 10
2020
Q2 		$5.06M Buy
182,006
+72,124
+66% +$1.99M 3.35% 9
2020
Q1 		$2.66M Buy
109,882
+40,000
+57% +$1.41M 2.31% 14
2019
Q4 		$2.74M Hold
69,882
– – 1.85% 20
2019
Q3 		$2.83M Hold
69,882
– – 2.14% 20
2019
Q2 		$2.56M Sell
69,882
-1,100
-2% -$42.5K 1.95% 20
2019
Q1 		$2.58M Hold
70,982
– – 2.12% 20
2018
Q4 		$2.16M Buy
+70,982
New +$2.77M 2.3% 18

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Horiko Capital Management's BHF Position: Q3 2024 in Review

Horiko Capital Management sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 21,761 shares — an estimated $943K sold.

Horiko Capital Management first reported a position in BHF in Q4 2018 and held it in 22 quarters. The position peaked at $6.29M in Q1 2021. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

  • Horiko Capital Management reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
  • Horiko Capital Management sold 21,761 Brighthouse Financial shares in Q3 2024, an estimated $943K.
  • Horiko Capital Management first reported a position in Brighthouse Financial in Q4 2018 and held it in 22 quarters.
  • Horiko Capital Management's Brighthouse Financial position peaked at $6.29M in Q1 2021.
  • 416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on Horiko Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.