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NFJ Investment Group’s Brighthouse Financial BHF Stock Holding History

NFJ Investment Group’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
-73,051
Closed -$3.77M – 252
2024
Q1 		$3.77M Sell
73,051
-2,672
-4% -$133K 0.1% 144
2023
Q4 		$4.01M Sell
75,723
-19,331
-20% -$960K 0.11% 138
2023
Q3 		$4.65M Sell
95,054
-34
-0% -$1.69K 0.14% 121
2023
Q2 		$4.5M Buy
+95,088
New +$4.1M 0.12% 132

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

NFJ Investment Group's BHF Position: Q2 2024 in Review

NFJ Investment Group sold out of Brighthouse Financial (BHF) in Q2 2024, closing a stake of 73,051 shares — an estimated $3.77M sold.

NFJ Investment Group first reported a position in BHF in Q2 2023 and held it in 4 quarters. The position peaked at $4.65M in Q3 2023. 428 funds tracked by Wall St. Rank hold BHF as of Q2 2024.

  • NFJ Investment Group reported no remaining Brighthouse Financial position as of Q2 2024 after selling out during the quarter.
  • NFJ Investment Group sold 73,051 Brighthouse Financial shares in Q2 2024, an estimated $3.77M.
  • NFJ Investment Group first reported a position in Brighthouse Financial in Q2 2023 and held it in 4 quarters.
  • NFJ Investment Group's Brighthouse Financial position peaked at $4.65M in Q3 2023.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2024.

Based on NFJ Investment Group's 13F filing for Q2 2024, filed 14 Aug 2024.