Surevest’s Brighthouse Financial BHF Stock Holding History

Surevest’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 Q3	$0	Hold	8	–	–	﹤0.01%	516
2022 Q2	$0	Hold	8	–	–	﹤0.01%	556
2022 Q1	$0	Hold	8	–	–	﹤0.01%	526
2021 Q4	$0	Buy	+8	New	+$409	﹤0.01%	532

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

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

Surevest's BHF Position: Q3 2022 in Review

Surevest held its Brighthouse Financial (BHF) position steady in Q3 2022 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Surevest first reported a position in BHF in Q4 2021 and has held it in 4 quarters since. 413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

Surevest held 8 shares of Brighthouse Financial worth $0 as of Q3 2022.
Surevest left its Brighthouse Financial share count unchanged in Q3 2022.
Brighthouse Financial made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #516 holding.
Surevest first reported a position in Brighthouse Financial in Q4 2021 and has held it in 4 quarters since.
413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.