Jacobi Capital Management’s Brighthouse Financial BHF Stock Holding History

Jacobi 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
2021 Q4	–	Sell	-191	Closed	-$9K	–	513
2021 Q3	$9K	Hold	191	–	–	﹤0.01%	1073
2021 Q2	$9K	Hold	191	–	–	﹤0.01%	1046
2021 Q1	$8K	Hold	191	–	–	﹤0.01%	1019
2020 Q4	$7K	Hold	191	–	–	﹤0.01%	930
2020 Q3	$5K	Buy	191 +19	+11%	+$552	﹤0.01%	926
2020 Q2	$5K	Hold	172	–	–	﹤0.01%	894
2020 Q1	$4K	Sell	172 -2	-1%	-$71	﹤0.01%	841
2019 Q4	$7K	Buy	174 +2	+1%	+$79	﹤0.01%	794
2019 Q3	$7K	Hold	172	–	–	﹤0.01%	783
2019 Q2	$6K	Hold	172	–	–	﹤0.01%	805
2019 Q1	$6K	Hold	172	–	–	﹤0.01%	756
2018 Q4	$5K	Buy	172 +23	+15%	+$897	﹤0.01%	747
2018 Q3	$7K	Sell	149 -9	-6%	-$379	﹤0.01%	737
2018 Q2	$6K	Hold	158	–	–	﹤0.01%	778
2018 Q1	$8K	Buy	158 +18	+13%	+$1.04K	﹤0.01%	718
2017 Q4	$8K	Hold	140	–	–	﹤0.01%	694
2017 Q3	$8K	Buy	+140	New	+$7.99K	﹤0.01%	667

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Jacobi Capital Management's BHF Position: Q4 2021 in Review

Jacobi Capital Management sold out of Brighthouse Financial (BHF) in Q4 2021, closing a stake of 191 shares — an estimated $9K sold.

Jacobi Capital Management first reported a position in BHF in Q3 2017 and held it in 17 quarters. The position peaked at $9K in Q3 2021. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2021.

Jacobi Capital Management reported no remaining Brighthouse Financial position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 191 Brighthouse Financial shares in Q4 2021, an estimated $9K.
Jacobi Capital Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 17 quarters.
Jacobi Capital Management's Brighthouse Financial position peaked at $9K in Q3 2021.
431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.