Stonebridge Capital Advisors’s Brighthouse Financial BHF Stock Holding History

Stonebridge Capital Advisors’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 Q4	–	Sell	-16	Closed	-$783	–	277
2023 Q3	$783	Hold	16	–	–	﹤0.01%	865
2023 Q2	$758	Hold	16	–	–	﹤0.01%	870
2023 Q1	$706	Hold	16	–	–	﹤0.01%	880
2022 Q4	$820	Sell	16 -31	-66%	-$1.62K	﹤0.01%	878
2022 Q3	$2K	Buy	47 +11	+31%	+$501	﹤0.01%	785
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	857
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	883
2021 Q4	$2K	Buy	36 +19	+112%	+$972	﹤0.01%	849
2021 Q3	$1K	Sell	17 -17	-50%	-$766	﹤0.01%	873
2021 Q2	$2K	Buy	34 +17	+100%	+$799	﹤0.01%	921
2021 Q1	$1K	Buy	+17	New	+$698	﹤0.01%	887
2020 Q3	–	Sell	-17	Closed	–	–	235
2020 Q2	$0	Hold	17	–	–	﹤0.01%	780
2020 Q1	$0	Hold	17	–	–	﹤0.01%	779
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	774
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	768
2019 Q2	$1K	Buy	+17	New	+$657	﹤0.01%	817

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonebridge Capital Advisors's BHF Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Brighthouse Financial (BHF) in Q4 2023, closing a stake of 16 shares — an estimated $783 sold.

Stonebridge Capital Advisors first reported a position in BHF in Q2 2019 and held it in 16 quarters. The position peaked at $2K in Q3 2022. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Brighthouse Financial position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 16 Brighthouse Financial shares in Q4 2023, an estimated $783.
Stonebridge Capital Advisors first reported a position in Brighthouse Financial in Q2 2019 and held it in 16 quarters.
Stonebridge Capital Advisors's Brighthouse Financial position peaked at $2K in Q3 2022.
431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.