IUHSA
BHF icon

Itau Unibanco Holding S.A.’s Brighthouse Financial BHF Stock Holding History

Itau Unibanco Holding S.A.’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
-4,227
Closed -$186K – 521
2023
Q1 		$186K Buy
+4,227
New +$222K 0.01% 176
2022
Q4 		– Sell
-15,163
Closed -$658K – 519
2022
Q3 		$658K Buy
+15,163
New +$690K 0.03% 135
2017
Q4 		– Sell
-46
Closed -$9K – 552
2017
Q3 		$9K Buy
+46
New +$2.62K ﹤0.01% 613

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

Itau Unibanco Holding S.A.'s BHF Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 4,227 shares — an estimated $186K sold.

Itau Unibanco Holding S.A. first reported a position in BHF in Q3 2017 and held it in 3 quarters. The position peaked at $658K in Q3 2022. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

  • Itau Unibanco Holding S.A. reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 4,227 Brighthouse Financial shares in Q2 2023, an estimated $186K.
  • Itau Unibanco Holding S.A. first reported a position in Brighthouse Financial in Q3 2017 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s Brighthouse Financial position peaked at $658K in Q3 2022.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.