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Schubert & Co’s Brighthouse Financial BHF Stock Holding History

Schubert & Co’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
Q2 		– Sell
-42
Closed -$1.85K – 207
2023
Q1 		$1.85K Sell
42
-22
-34% -$1.16K ﹤0.01% 946
2022
Q4 		$3.28K Hold
64
– – ﹤0.01% 602
2022
Q3 		$3K Buy
64
+32
+100% +$1.46K ﹤0.01% 569
2022
Q2 		$1K Buy
32
+15
+88% +$724 ﹤0.01% 1002
2022
Q1 		$1K Buy
17
+2
+13% +$107 ﹤0.01% 588
2021
Q4 		$1K Buy
+15
New +$767 ﹤0.01% 534

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Schubert & Co's BHF Position: Q2 2023 in Review

Schubert & Co sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 42 shares — an estimated $1.85K sold.

Schubert & Co first reported a position in BHF in Q4 2021 and held it in 6 quarters. The position peaked at $3.28K in Q4 2022. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

  • Schubert & Co reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 42 Brighthouse Financial shares in Q2 2023, an estimated $1.85K.
  • Schubert & Co first reported a position in Brighthouse Financial in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Brighthouse Financial position peaked at $3.28K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.