MAM
BHF icon

Meeder Asset Management’s Brighthouse Financial BHF Stock Holding History

Meeder 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
2023
Q2 		– Sell
-1,134
Closed -$50K – 514
2023
Q1 		$50K Buy
+1,134
New +$59.6K ﹤0.01% 432
2022
Q4 		– Sell
-1,547
Closed -$67K – 920
2022
Q3 		$67K Buy
1,547
+399
+35% +$18.2K ﹤0.01% 776
2022
Q2 		$47K Buy
1,148
+342
+42% +$16.5K ﹤0.01% 882
2022
Q1 		$42K Sell
806
-1,664
-67% -$88.8K ﹤0.01% 1015
2021
Q4 		$128K Sell
2,470
-12,344
-83% -$632K 0.01% 372
2021
Q3 		$671K Buy
14,814
+14,089
+1,943% +$635K 0.04% 348
2021
Q2 		$33K Buy
725
+15
+2% +$705 ﹤0.01% 1276
2021
Q1 		$31K Buy
710
+21
+3% +$863 ﹤0.01% 1268
2020
Q4 		$25K Sell
689
-25
-4% -$839 0.01% 745
2020
Q3 		$19K Buy
714
+279
+64% +$8.1K ﹤0.01% 1180
2020
Q2 		$12K Buy
435
+157
+56% +$4.33K ﹤0.01% 1258
2020
Q1 		$7K Sell
278
-29,513
-99% -$1.04M ﹤0.01% 1642
2019
Q4 		$1.17M Buy
29,791
+12,013
+68% +$473K 0.07% 225
2019
Q3 		$720K Buy
17,778
+17,524
+6,899% +$653K 0.05% 314
2019
Q2 		$9K Buy
+254
New +$9.81K ﹤0.01% 1477
2019
Q1 		– Sell
-128
Closed -$4K – 1701
2018
Q4 		$4K Hold
128
– – ﹤0.01% 1454
2018
Q3 		$6K Sell
128
-14,983
-99% -$631K ﹤0.01% 1283
2018
Q2 		$605K Sell
15,111
-631
-4% -$30.4K 0.05% 334
2018
Q1 		$809K Buy
+15,742
New +$909K 0.08% 270
2017
Q4 		– Sell
-663
Closed -$40K – 1660
2017
Q3 		$40K Buy
+663
New +$37.8K ﹤0.01% 726

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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Meeder Asset Management's BHF Position: Q2 2023 in Review

Meeder Asset Management sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 1,134 shares — an estimated $50K sold.

Meeder Asset Management first reported a position in BHF in Q3 2017 and held it in 20 quarters. The position peaked at $1.17M in Q4 2019. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

  • Meeder Asset Management reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
  • Meeder Asset Management sold 1,134 Brighthouse Financial shares in Q2 2023, an estimated $50K.
  • Meeder Asset Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 20 quarters.
  • Meeder Asset Management's Brighthouse Financial position peaked at $1.17M in Q4 2019.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Meeder Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.