Marquette Asset Management’s Brighthouse Financial BHF Stock Holding History

Marquette Asset 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 Q4	–	Sell	-15	Closed	-$676	–	193
2024 Q3	$676	Hold	15	–	–	﹤0.01%	228
2024 Q2	$651	Hold	15	–	–	﹤0.01%	189
2024 Q1	$774	Hold	15	–	–	﹤0.01%	193
2023 Q4	$794	Sell	15 -3	-17%	-$149	﹤0.01%	191
2023 Q3	$881	Hold	18	–	–	﹤0.01%	278
2023 Q2	$853	Hold	18	–	–	﹤0.01%	293
2023 Q1	$794	Hold	18	–	–	﹤0.01%	207
2022 Q4	$923	Hold	18	–	–	﹤0.01%	210
2022 Q3	$1K	Buy	18 +15	+500%	+$683	﹤0.01%	224
2022 Q2	$0	Hold	3	–	–	﹤0.01%	300
2022 Q1	$0	Hold	3	–	–	﹤0.01%	355
2021 Q4	$0	Hold	3	–	–	﹤0.01%	263
2021 Q3	$0	Hold	3	–	–	﹤0.01%	259
2021 Q2	$0	Hold	3	–	–	﹤0.01%	238
2021 Q1	$0	Hold	3	–	–	﹤0.01%	238
2020 Q4	$0	Hold	3	–	–	﹤0.01%	229
2020 Q3	$0	Hold	3	–	–	﹤0.01%	221
2020 Q2	$0	Hold	3	–	–	﹤0.01%	242
2020 Q1	$0	Hold	3	–	–	﹤0.01%	247
2019 Q4	$0	Hold	3	–	–	﹤0.01%	236
2019 Q3	$0	Hold	3	–	–	﹤0.01%	264
2019 Q2	$0	Hold	3	–	–	﹤0.01%	257
2019 Q1	$0	Buy	+3	New	+$112	﹤0.01%	292

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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

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

Marquette Asset Management's BHF Position: Q4 2024 in Review

Marquette Asset Management sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 15 shares — an estimated $676 sold.

Marquette Asset Management first reported a position in BHF in Q1 2019 and held it in 23 quarters. The position peaked at $1K in Q3 2022. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

Marquette Asset Management reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
Marquette Asset Management sold 15 Brighthouse Financial shares in Q4 2024, an estimated $676.
Marquette Asset Management first reported a position in Brighthouse Financial in Q1 2019 and held it in 23 quarters.
Marquette Asset Management's Brighthouse Financial position peaked at $1K in Q3 2022.
410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on Marquette Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.