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Kelly Financial Services’s Brighthouse Financial BHF Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-68
Closed -$2.95K – 179
2024
Q2 		$2.95K Hold
68
– – ﹤0.01% 550
2024
Q1 		$3.5K Buy
68
+2
+3% +$99 ﹤0.01% 540
2023
Q4 		$3.49K Hold
66
– – ﹤0.01% 517
2023
Q3 		$3.23K Hold
66
– – ﹤0.01% 500
2023
Q2 		$3.13K Hold
66
– – ﹤0.01% 505
2023
Q1 		$2.91K Hold
66
– – ﹤0.01% 484
2022
Q4 		$3.38K Hold
66
– – ﹤0.01% 453
2022
Q3 		$2.87K Hold
66
– – ﹤0.01% 466
2022
Q2 		$2.71K Sell
66
-5
-7% -$241 ﹤0.01% 470
2022
Q1 		$3.67K Sell
71
-32
-31% -$1.71K ﹤0.01% 466
2021
Q4 		$5.33K Buy
103
+2
+2% +$102 ﹤0.01% 430
2021
Q3 		$4.57K Sell
101
-3,451
-97% -$156K ﹤0.01% 430
2021
Q2 		$78K Buy
3,552
+3,474
+4,454% +$163K ﹤0.01% 407
2021
Q1 		$3.45K Sell
78
-2
-3% -$82 ﹤0.01% 452
2020
Q4 		$2.9K Hold
80
– – ﹤0.01% 433
2020
Q3 		$2.15K Hold
80
– – ﹤0.01% 427
2020
Q2 		$2.23K Hold
80
– – ﹤0.01% 420
2020
Q1 		$1.93K Hold
80
– – ﹤0.01% 393
2019
Q4 		$3.14K Buy
80
+9
+13% +$354 ﹤0.01% 359
2019
Q3 		$2.87K Hold
71
– – ﹤0.01% 362
2019
Q2 		$2.6K Hold
71
– – ﹤0.01% 354
2019
Q1 		$2.58K Buy
+71
New +$2.66K ﹤0.01% 348

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kelly Financial Services's BHF Position: Q3 2024 in Review

Kelly Financial Services sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 68 shares — an estimated $2.95K sold.

Kelly Financial Services first reported a position in BHF in Q1 2019 and held it in 22 quarters. The position peaked at $78K in Q2 2021. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

  • Kelly Financial Services reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 68 Brighthouse Financial shares in Q3 2024, an estimated $2.95K.
  • Kelly Financial Services first reported a position in Brighthouse Financial in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Brighthouse Financial position peaked at $78K in Q2 2021.
  • 416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.