Sugarloaf Wealth Management’s Brighthouse Financial BHF Stock Holding History

Sugarloaf Wealth 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
2024 Q4	–	Sell	-48	Closed	-$2.16K	–	690
2024 Q3	$2.16K	Sell	48 -5	-9%	-$225	﹤0.01%	619
2024 Q2	$2.3K	Buy	53 +48	+960%	+$2.21K	﹤0.01%	583
2024 Q1	$258	Hold	5	–	–	﹤0.01%	652
2023 Q4	$265	Hold	5	–	–	﹤0.01%	659
2023 Q3	$245	Hold	5	–	–	﹤0.01%	659
2023 Q2	$237	Hold	5	–	–	﹤0.01%	668
2023 Q1	$221	Sell	5 -2	-29%	-$105	﹤0.01%	678
2022 Q4	$359	Hold	7	–	–	﹤0.01%	745
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	743
2022 Q2	$0	Hold	7	–	–	﹤0.01%	782
2022 Q1	$0	Hold	7	–	–	﹤0.01%	714
2021 Q4	$0	Hold	7	–	–	﹤0.01%	746
2021 Q3	$0	Hold	7	–	–	﹤0.01%	765
2021 Q2	$0	Sell	7 -8	-53%	-$376	﹤0.01%	757
2021 Q1	$1	Hold	15	–	–	﹤0.01%	698
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	665
2020 Q3	$0	Hold	15	–	–	﹤0.01%	674
2020 Q2	$0	Sell	15 -2	-12%	-$55	﹤0.01%	678
2020 Q1	$0	Hold	17	–	–	﹤0.01%	688
2019 Q4	$1K	Buy	+17	New	+$669	﹤0.01%	659

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

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Sugarloaf Wealth Management's BHF Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 48 shares — an estimated $2.16K sold.

Sugarloaf Wealth Management first reported a position in BHF in Q4 2019 and held it in 20 quarters. The position peaked at $2.3K in Q2 2024. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

Sugarloaf Wealth Management reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 48 Brighthouse Financial shares in Q4 2024, an estimated $2.16K.
Sugarloaf Wealth Management first reported a position in Brighthouse Financial in Q4 2019 and held it in 20 quarters.
Sugarloaf Wealth Management's Brighthouse Financial position peaked at $2.3K in Q2 2024.
410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.