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Meitav Investment House’s Brighthouse Financial BHF Stock Holding History

Meitav Investment House’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
Q2 		– Sell
-4,240
Closed -$219K – 223
2024
Q1 		$219K Hold
4,240
– – ﹤0.01% 218
2023
Q4 		$224K Hold
4,240
– – ﹤0.01% 319
2023
Q3 		$209K Hold
4,240
– – ﹤0.01% 320
2023
Q2 		$198K Buy
+4,240
New +$183K ﹤0.01% 346
2023
Q1 		– Sell
-4,240
Closed -$219K – 358
2022
Q4 		$219K Buy
+4,240
New +$222K ﹤0.01% 344
2022
Q2 		– Sell
-4,240
Closed -$219K – 339
2022
Q1 		$219K Hold
4,240
– – ﹤0.01% 366
2021
Q4 		$220K Buy
+4,240
New +$217K ﹤0.01% 367

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
DCM
DME Capital Management New York $3.19B AUM 23.22% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meitav Investment House's BHF Position: Q2 2024 in Review

Meitav Investment House sold out of Brighthouse Financial (BHF) in Q2 2024, closing a stake of 4,240 shares — an estimated $219K sold.

Meitav Investment House first reported a position in BHF in Q4 2021 and held it in 7 quarters. The position peaked at $224K in Q4 2023. 428 funds tracked by Wall St. Rank hold BHF as of Q2 2024.

  • Meitav Investment House reported no remaining Brighthouse Financial position as of Q2 2024 after selling out during the quarter.
  • Meitav Investment House sold 4,240 Brighthouse Financial shares in Q2 2024, an estimated $219K.
  • Meitav Investment House first reported a position in Brighthouse Financial in Q4 2021 and held it in 7 quarters.
  • Meitav Investment House's Brighthouse Financial position peaked at $224K in Q4 2023.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2024.

Based on Meitav Investment House's 13F filing for Q2 2024, filed 29 Jul 2024.