Shelton Capital Management’s Brighthouse Financial BHF Stock Holding History

Shelton Capital Management’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	-4,404	Closed	-$228K	–	731
2022 Q1	$228K	Hold	4,404	–	–	0.01%	712
2021 Q4	$228K	Sell	4,404 -556	-11%	-$28.4K	0.01%	722
2021 Q3	$224K	Hold	4,960	–	–	0.01%	710
2021 Q2	$226K	Hold	4,960	–	–	0.01%	726
2021 Q1	$219K	Buy	+4,960	New	+$204K	0.01%	730
2020 Q1	–	Sell	-7,041	Closed	-$276K	–	676
2019 Q4	$276K	Sell	7,041 -979	-12%	-$38.5K	0.02%	570
2019 Q3	$325K	Hold	8,020	–	–	0.02%	492
2019 Q2	$294K	Buy	+8,020	New	+$310K	0.02%	544
2017 Q4	–	Sell	-7,736	Closed	-$470K	–	862
2017 Q3	$470K	Buy	+7,736	New	+$441K	0.03%	380

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Shelton Capital Management's BHF Position: Q2 2022 in Review

Shelton Capital Management sold out of Brighthouse Financial (BHF) in Q2 2022, closing a stake of 4,404 shares — an estimated $228K sold.

Shelton Capital Management first reported a position in BHF in Q3 2017 and held it in 9 quarters. The position peaked at $470K in Q3 2017. 417 funds tracked by Wall St. Rank hold BHF as of Q2 2022.

Shelton Capital Management reported no remaining Brighthouse Financial position as of Q2 2022 after selling out during the quarter.
Shelton Capital Management sold 4,404 Brighthouse Financial shares in Q2 2022, an estimated $228K.
Shelton Capital Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 9 quarters.
Shelton Capital Management's Brighthouse Financial position peaked at $470K in Q3 2017.
417 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2022.

Based on Shelton Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.