Kalos Management’s Brighthouse Financial BHF Stock Holding History

Kalos 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
2023 Q2	–	Sell	-16	Closed	-$706	–	155
2023 Q1	$706	Buy	+16	New	+$841	﹤0.01%	384

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Kalos Management's BHF Position: Q2 2023 in Review

Kalos Management sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 16 shares — an estimated $706 sold.

Kalos Management first reported a position in BHF in Q1 2023 and held it in 1 quarter. The position peaked at $706 in Q1 2023. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

Kalos Management reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 16 Brighthouse Financial shares in Q2 2023, an estimated $706.
Kalos Management first reported a position in Brighthouse Financial in Q1 2023 and held it in 1 quarter.
Kalos Management's Brighthouse Financial position peaked at $706 in Q1 2023.
410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.