Schroder Investment Management Group
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Schroder Investment Management Group’s Brighthouse Financial BHF Stock Holding History

Schroder Investment Management 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
2022
Q2 		– Sell
-28,321
Closed -$1.48M – 1315
2022
Q1 		$1.48M Hold
28,321
– – ﹤0.01% 1064
2021
Q4 		$1.47M Sell
28,321
-47,272
-63% -$2.42M ﹤0.01% 977
2021
Q3 		$3.42M Sell
75,593
-144,744
-66% -$6.52M 0.01% 859
2021
Q2 		$10M Sell
220,337
-3,524
-2% -$166K 0.01% 675
2021
Q1 		$9.91M Buy
223,861
+17,518
+8% +$720K 0.01% 666
2020
Q4 		$7.47M Buy
206,343
+44,490
+27% +$1.49M 0.01% 702
2020
Q3 		$4.64M Buy
161,853
+136,539
+539% +$3.97M 0.01% 739
2020
Q2 		$705K Buy
25,314
+1,314
+5% +$36.2K ﹤0.01% 948
2020
Q1 		$544K Sell
24,000
-100,219
-81% -$3.55M ﹤0.01% 975
2019
Q4 		$4.87M Sell
124,219
-147,076
-54% -$5.79M 0.01% 757
2019
Q3 		$11M Sell
271,295
-300
-0.1% -$11.2K 0.02% 595
2019
Q2 		$9.96M Buy
271,595
+80,449
+42% +$3.11M 0.02% 587
2019
Q1 		$6.94M Buy
191,146
+185,147
+3,086% +$6.94M 0.01% 636
2018
Q4 		$182 Sell
5,999
-182
-3% -$7.1K ﹤0.01% 1090
2018
Q3 		$273K Sell
6,181
-2,796
-31% -$118K ﹤0.01% 1100
2018
Q2 		$361K Sell
8,977
-1,057
-11% -$50.8K ﹤0.01% 1092
2018
Q1 		$516K Buy
10,034
+4,281
+74% +$247K ﹤0.01% 1052
2017
Q4 		$337K Sell
5,753
-8,114
-59% -$480K ﹤0.01% 1153
2017
Q3 		$842K Buy
+13,867
New +$791K ﹤0.01% 1001

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

Schroder Investment Management Group's BHF Position: Q2 2022 in Review

Schroder Investment Management Group sold out of Brighthouse Financial (BHF) in Q2 2022, closing a stake of 28,321 shares — an estimated $1.48M sold.

Schroder Investment Management Group first reported a position in BHF in Q3 2017 and held it in 19 quarters. The position peaked at $11M in Q3 2019. 417 funds tracked by Wall St. Rank hold BHF as of Q2 2022.

  • Schroder Investment Management Group reported no remaining Brighthouse Financial position as of Q2 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 28,321 Brighthouse Financial shares in Q2 2022, an estimated $1.48M.
  • Schroder Investment Management Group first reported a position in Brighthouse Financial in Q3 2017 and held it in 19 quarters.
  • Schroder Investment Management Group's Brighthouse Financial position peaked at $11M in Q3 2019.
  • 417 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2022.

Based on Schroder Investment Management Group's 13F filing for Q2 2022, filed 11 Aug 2022.