Loomis, Sayles & Company
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Loomis, Sayles & Company’s Brighthouse Financial BHF Stock Holding History

Loomis, Sayles & Company’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
Q4 		– Sell
-186
Closed -$9K – 977
2023
Q3 		$9K Buy
+186
New +$9.24K ﹤0.01% 797
2023
Q2 		– Sell
-223
Closed -$10K – 978
2023
Q1 		$10K Buy
+223
New +$11.7K ﹤0.01% 834
2022
Q4 		– Sell
-41
Closed -$2K – 870
2022
Q3 		$2K Buy
+41
New +$1.87K ﹤0.01% 772

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company's BHF Position: Q4 2023 in Review

Loomis, Sayles & Company sold out of Brighthouse Financial (BHF) in Q4 2023, closing a stake of 186 shares — an estimated $9K sold.

Loomis, Sayles & Company first reported a position in BHF in Q3 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2023. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2023.

  • Loomis, Sayles & Company reported no remaining Brighthouse Financial position as of Q4 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 186 Brighthouse Financial shares in Q4 2023, an estimated $9K.
  • Loomis, Sayles & Company first reported a position in Brighthouse Financial in Q3 2022 and held it in 3 quarters.
  • Loomis, Sayles & Company's Brighthouse Financial position peaked at $10K in Q1 2023.
  • 431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2023.

Based on Loomis, Sayles & Company's 13F filing for Q4 2023, filed 13 Feb 2024.