Lee Financial’s Brighthouse Financial BHF Stock Holding History

Lee Financial’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
2022 Q3	–	Sell	-6	Closed	–	–	831
2022 Q2	$0	Buy	+6	New	+$290	﹤0.01%	863

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Lee Financial's BHF Position: Q3 2022 in Review

Lee Financial sold out of Brighthouse Financial (BHF) in Q3 2022, closing a stake of 6 shares.

Lee Financial first reported a position in BHF in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

Lee Financial reported no remaining Brighthouse Financial position as of Q3 2022 after selling out during the quarter.
Lee Financial sold 6 Brighthouse Financial shares in Q3 2022.
Lee Financial first reported a position in Brighthouse Financial in Q2 2022 and held it in 1 quarter.
Lee Financial's Brighthouse Financial position peaked at $0 in Q2 2022.
413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.