Laffer Tengler Investments’s Brighthouse Financial BHF Stock Holding History

Laffer Tengler Investments’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	-117	Closed	-$5.07K	–	191
2024 Q2	$5.07K	Hold	117	–	–	﹤0.01%	340
2024 Q1	$6.03K	Hold	117	–	–	﹤0.01%	329
2023 Q4	$6.19K	Hold	117	–	–	﹤0.01%	301
2023 Q3	$5.73K	Hold	117	–	–	﹤0.01%	287
2023 Q2	$5.54K	Hold	117	–	–	﹤0.01%	369
2023 Q1	$5.16K	Hold	117	–	–	﹤0.01%	383
2022 Q4	$6K	Hold	117	–	–	﹤0.01%	387
2022 Q3	$5.08K	Hold	117	–	–	﹤0.01%	340
2022 Q2	$4.8K	Hold	117	–	–	﹤0.01%	323
2022 Q1	$6.04K	Hold	117	–	–	﹤0.01%	328
2021 Q4	$6.06K	Hold	117	–	–	﹤0.01%	324
2021 Q3	$5.29K	Buy	+117	New	+$5.27K	﹤0.01%	424
2021 Q2	–	Sell	-117	Closed	-$5.18K	–	335
2021 Q1	$5.18K	Hold	117	–	–	﹤0.01%	330
2020 Q4	$4.18K	Hold	117	–	–	﹤0.01%	288
2020 Q3	$3.15K	Hold	117	–	–	﹤0.01%	262
2020 Q2	$3.25K	Buy	+117	New	+$3.23K	﹤0.01%	251

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

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

Laffer Tengler Investments's BHF Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 117 shares — an estimated $5.07K sold.

Laffer Tengler Investments first reported a position in BHF in Q2 2020 and held it in 16 quarters. The position peaked at $6.19K in Q4 2023. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

Laffer Tengler Investments reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 117 Brighthouse Financial shares in Q3 2024, an estimated $5.07K.
Laffer Tengler Investments first reported a position in Brighthouse Financial in Q2 2020 and held it in 16 quarters.
Laffer Tengler Investments's Brighthouse Financial position peaked at $6.19K in Q4 2023.
416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.