JAM
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Jupiter Asset Management’s Brighthouse Financial BHF Stock Holding History

Jupiter Asset 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
Q1 		– Sell
-12,657
Closed -$670K – 434
2023
Q4 		$670K Sell
12,657
-13,952
-52% -$693K 0.01% 409
2023
Q3 		$1.3M Buy
+26,609
New +$1.32M 0.01% 378
2023
Q2 		– Sell
-8,504
Closed -$375K – 507
2023
Q1 		$375K Buy
+8,504
New +$447K 0.01% 383
2022
Q3 		– Sell
-51,304
Closed -$2.1M – 535
2022
Q2 		$2.1M Buy
+51,304
New +$2.48M 0.03% 368
2021
Q4 		– Sell
-20,580
Closed -$931K – 555
2021
Q3 		$931K Sell
20,580
-8,437
-29% -$380K 0.01% 418
2021
Q2 		$1.32M Sell
29,017
-41,027
-59% -$1.93M 0.01% 415
2021
Q1 		$3.1M Buy
70,044
+16,888
+32% +$694K 0.03% 369
2020
Q4 		$1.92M Sell
53,156
-380,251
-88% -$12.8M 0.02% 419
2020
Q3 		$11.7M Buy
+433,407
New +$12.6M 0.12% 190

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Jupiter Asset Management's BHF Position: Q1 2024 in Review

Jupiter Asset Management sold out of Brighthouse Financial (BHF) in Q1 2024, closing a stake of 12,657 shares — an estimated $670K sold.

Jupiter Asset Management first reported a position in BHF in Q3 2020 and held it in 9 quarters. The position peaked at $11.7M in Q3 2020. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

  • Jupiter Asset Management reported no remaining Brighthouse Financial position as of Q1 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 12,657 Brighthouse Financial shares in Q1 2024, an estimated $670K.
  • Jupiter Asset Management first reported a position in Brighthouse Financial in Q3 2020 and held it in 9 quarters.
  • Jupiter Asset Management's Brighthouse Financial position peaked at $11.7M in Q3 2020.
  • 427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on Jupiter Asset Management's 13F filing for Q1 2024, filed 10 May 2024.