Jupiter Investment Management’s Brighthouse Financial BHF Stock Holding History

Jupiter Investment 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
2020 Q2	$7.03M	Buy	252,728 +8,879	+4%	+$245K	0.11%	169
2020 Q1	$5.89M	Buy	243,849 +27,199	+13%	+$962K	0.11%	149
2019 Q4	$8.5M	Buy	216,650 +100,336	+86%	+$3.95M	0.12%	180
2019 Q3	$4.71M	Sell	116,314 -265,068	-70%	-$9.87M	0.06%	244
2019 Q2	$14M	Buy	381,382 +151,694	+66%	+$5.86M	0.14%	145
2019 Q1	$8.34M	Buy	+229,688	New	+$8.6M	0.08%	153
2018 Q1	–	Sell	-446,347	Closed	-$26.2M	–	369
2017 Q4	$26.2M	Sell	446,347 -378,345	-46%	-$22.4M	0.24%	101
2017 Q3	$50.1M	Buy	+824,692	New	+$47M	0.52%	64

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jupiter Investment Management's BHF Position: Q2 2020 in Review

Jupiter Investment Management increased its Brighthouse Financial (BHF) stake by 3.6% in Q2 2020, buying an estimated $245K and bringing the position to 252,728 shares worth $7.03M. The position accounts for 0.11% of the portfolio, ranked #169.

Jupiter Investment Management first reported a position in BHF in Q3 2017 and has held it in 8 quarters since. The position peaked at $50.1M in Q3 2017. 405 funds tracked by Wall St. Rank hold BHF as of Q2 2020.

Jupiter Investment Management held 252,728 shares of Brighthouse Financial worth $7.03M as of Q2 2020.
Jupiter Investment Management bought 8,879 Brighthouse Financial shares in Q2 2020, an estimated $245K.
Brighthouse Financial made up 0.11% of Jupiter Investment Management's portfolio in Q2 2020, its #169 holding.
Jupiter Investment Management first reported a position in Brighthouse Financial in Q3 2017 and has held it in 8 quarters since.
Jupiter Investment Management's Brighthouse Financial position peaked at $50.1M in Q3 2017.
405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.