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Sonic Fund II’s Brighthouse Financial BHF Stock Holding History

Sonic Fund II’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
Q4 		– Sell
-200,000
Closed -$8.68M – 5
2022
Q3 		$8.68M Hold
200,000
– – 5.9% 3
2022
Q2 		$8.2M Hold
200,000
– – 5.01% 7
2022
Q1 		$10.3M Buy
200,000
+50,000
+33% +$2.67M 5.81% 7
2021
Q4 		$7.77M Buy
150,000
+100,000
+200% +$5.12M 5.03% 6
2021
Q3 		$2.26M Buy
+50,000
New +$2.25M 1.28% 25

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sonic Fund II's BHF Position: Q4 2022 in Review

Sonic Fund II sold out of Brighthouse Financial (BHF) in Q4 2022, closing a stake of 200,000 shares — an estimated $8.68M sold.

Sonic Fund II first reported a position in BHF in Q3 2021 and held it in 5 quarters. The position peaked at $10.3M in Q1 2022. 428 funds tracked by Wall St. Rank hold BHF as of Q4 2022.

  • Sonic Fund II reported no remaining Brighthouse Financial position as of Q4 2022 after selling out during the quarter.
  • Sonic Fund II sold 200,000 Brighthouse Financial shares in Q4 2022, an estimated $8.68M.
  • Sonic Fund II first reported a position in Brighthouse Financial in Q3 2021 and held it in 5 quarters.
  • Sonic Fund II's Brighthouse Financial position peaked at $10.3M in Q1 2022.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2022.

Based on Sonic Fund II's 13F filing for Q4 2022.