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Jaffetilchin Investment Partners’s Brighthouse Financial BHF Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-4
Closed -$180 – 465
2024
Q3 		$180 Buy
+4
New +$180 ﹤0.01% 1323
2020
Q3 		– Sell
-12,930
Closed -$360K – 226
2020
Q2 		$360K Buy
+12,930
New +$356K 0.08% 156

Other funds holding BHF

Dodge & Cox
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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
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Jaffetilchin Investment Partners's BHF Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 4 shares — an estimated $180 sold.

Jaffetilchin Investment Partners first reported a position in BHF in Q2 2020 and held it in 2 quarters. The position peaked at $360K in Q2 2020. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 4 Brighthouse Financial shares in Q4 2024, an estimated $180.
  • Jaffetilchin Investment Partners first reported a position in Brighthouse Financial in Q2 2020 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Brighthouse Financial position peaked at $360K in Q2 2020.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.