Sachetta’s Brighthouse Financial BHF Stock Holding History

Sachetta’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 Q3	–	Sell	-33	Closed	-$1.69K	–	1229
2024 Q2	$1.69K	Buy	33 +12	+57%	+$554	﹤0.01%	895
2024 Q1	$1.11K	Hold	21	–	–	﹤0.01%	887
2023 Q4	$1.11K	Buy	+21	New	+$1.04K	﹤0.01%	887

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sachetta's BHF Position: Q3 2024 in Review

Sachetta sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 33 shares — an estimated $1.69K sold.

Sachetta first reported a position in BHF in Q4 2023 and held it in 3 quarters. The position peaked at $1.69K in Q2 2024. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

Sachetta reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
Sachetta sold 33 Brighthouse Financial shares in Q3 2024, an estimated $1.69K.
Sachetta first reported a position in Brighthouse Financial in Q4 2023 and held it in 3 quarters.
Sachetta's Brighthouse Financial position peaked at $1.69K in Q2 2024.
416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on Sachetta's 13F filing for Q3 2024, filed 8 Nov 2024.