OQS
BHF icon

Occudo Quantitative Strategies’s Brighthouse Financial BHF Stock Holding History

Occudo Quantitative Strategies’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
Q3 		– Sell
-12,751
Closed -$604K – 988
2023
Q2 		$604K Buy
+12,751
New +$549K 0.06% 484
2021
Q3 		– Sell
-10,335
Closed -$471K – 1015
2021
Q2 		$471K Buy
10,335
+711
+7% +$33.4K 0.07% 446
2021
Q1 		$426K Sell
9,624
-10,565
-52% -$434K 0.09% 382
2020
Q4 		$731K Buy
+20,189
New +$678K 0.23% 122

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

Occudo Quantitative Strategies's BHF Position: Q3 2023 in Review

Occudo Quantitative Strategies sold out of Brighthouse Financial (BHF) in Q3 2023, closing a stake of 12,751 shares — an estimated $604K sold.

Occudo Quantitative Strategies first reported a position in BHF in Q4 2020 and held it in 4 quarters. The position peaked at $731K in Q4 2020. 405 funds tracked by Wall St. Rank hold BHF as of Q3 2023.

  • Occudo Quantitative Strategies reported no remaining Brighthouse Financial position as of Q3 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 12,751 Brighthouse Financial shares in Q3 2023, an estimated $604K.
  • Occudo Quantitative Strategies first reported a position in Brighthouse Financial in Q4 2020 and held it in 4 quarters.
  • Occudo Quantitative Strategies's Brighthouse Financial position peaked at $731K in Q4 2020.
  • 405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2023, filed 14 Nov 2023.