Summit Global Investments’s Brighthouse Financial BHF Stock Holding History

Summit Global Investments’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	-9,540	Closed	-$430K	–	537
2024 Q3	$430K	Buy	+9,540	New	+$429K	0.03%	381
2024 Q2	–	Sell	-19,930	Closed	-$1.03M	–	501
2024 Q1	$1.03M	Sell	19,930 -4,761	-19%	-$236K	0.08%	207
2023 Q4	$1.31M	Buy	24,691 +1,946	+9%	+$96.6K	0.09%	191
2023 Q3	$1.11M	Buy	+22,745	New	+$1.13M	0.07%	202
2023 Q2	–	Sell	-6,808	Closed	-$300K	–	542
2023 Q1	$300K	Buy	+6,808	New	+$358K	0.02%	425
2022 Q2	–	Sell	-20,959	Closed	-$1.08M	–	465
2022 Q1	$1.08M	Buy	+20,959	New	+$1.12M	0.08%	225
2021 Q3	–	Sell	-78,043	Closed	-$3.55M	–	472
2021 Q2	$3.55M	Buy	+78,043	New	+$3.67M	0.21%	93

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

Summit Global Investments's BHF Position: Q4 2024 in Review

Summit Global Investments sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 9,540 shares — an estimated $430K sold.

Summit Global Investments first reported a position in BHF in Q2 2021 and held it in 7 quarters. The position peaked at $3.55M in Q2 2021. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

Summit Global Investments reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
Summit Global Investments sold 9,540 Brighthouse Financial shares in Q4 2024, an estimated $430K.
Summit Global Investments first reported a position in Brighthouse Financial in Q2 2021 and held it in 7 quarters.
Summit Global Investments's Brighthouse Financial position peaked at $3.55M in Q2 2021.
410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.