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Paloma Partners’s Brighthouse Financial BHF Stock Holding History

Paloma Partners’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
2022
Q2 		– Sell
-4,243
Closed -$219K – 1147
2022
Q1 		$219K Sell
4,243
-1,069
-20% -$57K 0.01% 1342
2021
Q4 		$275K Sell
5,312
-4,908
-48% -$251K ﹤0.01% 1451
2021
Q3 		$462K Buy
+10,220
New +$461K 0.01% 575
2021
Q2 		– Sell
-10,914
Closed -$483K – 1789
2021
Q1 		$483K Sell
10,914
-5,483
-33% -$225K 0.01% 1152
2020
Q4 		$594K Sell
16,397
-6,782
-29% -$228K 0.02% 815
2020
Q3 		$624K Sell
23,179
-64,384
-74% -$1.87M 0.02% 1012
2020
Q2 		$2.44M Buy
+87,563
New +$2.41M 0.04% 543
2020
Q1 		– Sell
-144,624
Closed -$5.67M – 1283
2019
Q4 		$5.67M Buy
144,624
+40,024
+38% +$1.58M 0.09% 203
2019
Q3 		$4.23M Buy
104,600
+79,800
+322% +$2.97M 0.09% 182
2019
Q2 		$910K Sell
24,800
-81,279
-77% -$3.14M 0.02% 740
2019
Q1 		$3.85M Buy
106,079
+96,700
+1,031% +$3.62M 0.09% 240
2018
Q4 		$286K Buy
+9,379
New +$366K 0.01% 879
2017
Q4 		– Sell
-4,517
Closed -$275K – 1885
2017
Q3 		$275K Buy
+4,517
New +$258K ﹤0.01% 1837

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Paloma Partners's BHF Position: Q2 2022 in Review

Paloma Partners sold out of Brighthouse Financial (BHF) in Q2 2022, closing a stake of 4,243 shares — an estimated $219K sold.

Paloma Partners first reported a position in BHF in Q3 2017 and held it in 13 quarters. The position peaked at $5.67M in Q4 2019. 417 funds tracked by Wall St. Rank hold BHF as of Q2 2022.

  • Paloma Partners reported no remaining Brighthouse Financial position as of Q2 2022 after selling out during the quarter.
  • Paloma Partners sold 4,243 Brighthouse Financial shares in Q2 2022, an estimated $219K.
  • Paloma Partners first reported a position in Brighthouse Financial in Q3 2017 and held it in 13 quarters.
  • Paloma Partners's Brighthouse Financial position peaked at $5.67M in Q4 2019.
  • 417 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2022.

Based on Paloma Partners's 13F filing for Q2 2022, filed 15 Aug 2022.