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Oracle Alpha’s Brighthouse Financial BHF Stock Holding History

Oracle Alpha’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
Q1 		$480K Sell
9,305
-2,860
-24% -$142K 0.86% 22
2023
Q4 		$644K Buy
+12,165
New +$604K 0.83% 14

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

Oracle Alpha's BHF Position: Q1 2024 in Review

Oracle Alpha reduced its Brighthouse Financial (BHF) stake by 24% in Q1 2024, selling an estimated $142K and leaving 9,305 shares worth $480K. The position accounts for 0.86% of the portfolio, ranked #22.

Oracle Alpha first reported a position in BHF in Q4 2023 and has held it in 2 quarters since. The position peaked at $644K in Q4 2023. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

  • Oracle Alpha held 9,305 shares of Brighthouse Financial worth $480K as of Q1 2024.
  • Oracle Alpha sold 2,860 Brighthouse Financial shares in Q1 2024, an estimated $142K.
  • Brighthouse Financial made up 0.86% of Oracle Alpha's portfolio in Q1 2024, its #22 holding.
  • Oracle Alpha first reported a position in Brighthouse Financial in Q4 2023 and has held it in 2 quarters since.
  • Oracle Alpha's Brighthouse Financial position peaked at $644K in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.