Marathon Capital Management’s Brighthouse Financial BHF Stock Holding History

Marathon Capital 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
2024 Q1	–	Sell	-8,086	Closed	-$428K	–	156
2023 Q4	$428K	Sell	8,086 -5	-0.1%	-$248	0.11%	101
2023 Q3	$396K	Buy	8,091 +5	+0.1%	+$248	0.1%	102
2023 Q2	$383K	Hold	8,086	–	–	0.09%	108
2023 Q1	$357K	Hold	8,086	–	–	0.09%	116
2022 Q4	$415K	Hold	8,086	–	–	0.11%	100
2022 Q3	$351K	Hold	8,086	–	–	0.1%	110
2022 Q2	$332K	Buy	+8,086	New	+$390K	0.11%	104
2022 Q1	–	Sell	-8,086	Closed	-$419K	–	102
2021 Q4	$419K	Hold	8,086	–	–	0.1%	116
2021 Q3	$366K	Hold	8,086	–	–	0.08%	131
2021 Q2	$368K	Hold	8,086	–	–	0.09%	115
2021 Q1	$357K	Hold	8,086	–	–	0.09%	111
2020 Q4	$292K	Hold	8,086	–	–	0.09%	113
2020 Q3	$217K	Sell	8,086 -2,264	-22%	-$65.8K	0.08%	125
2020 Q2	$232K	Buy	+10,350	New	+$285K	0.09%	112

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

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

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

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

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

Marathon Capital Management's BHF Position: Q1 2024 in Review

Marathon Capital Management sold out of Brighthouse Financial (BHF) in Q1 2024, closing a stake of 8,086 shares — an estimated $428K sold.

Marathon Capital Management first reported a position in BHF in Q2 2020 and held it in 14 quarters. The position peaked at $428K in Q4 2023. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

Marathon Capital Management reported no remaining Brighthouse Financial position as of Q1 2024 after selling out during the quarter.
Marathon Capital Management sold 8,086 Brighthouse Financial shares in Q1 2024, an estimated $428K.
Marathon Capital Management first reported a position in Brighthouse Financial in Q2 2020 and held it in 14 quarters.
Marathon Capital Management's Brighthouse Financial position peaked at $428K in Q4 2023.
427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on Marathon Capital Management's 13F filing for Q1 2024, filed 15 May 2024.