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tru Independence’s Brighthouse Financial BHF Stock Holding History

tru Independence’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
2021
Q1 		– Sell
-18
Closed -$1 – 335
2020
Q4 		$1 Buy
+18
New +$604 ﹤0.01% 662
2020
Q3 		– Sell
-51
Closed -$2 – 371
2020
Q2 		$2 Sell
51
-4
-7% -$110 ﹤0.01% 783
2020
Q1 		$1 Sell
55
-252,687
-100% -$8.94M ﹤0.01% 664
2019
Q4 		$2.66M Buy
+252,742
New +$9.95M 0.38% 79

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

tru Independence's BHF Position: Q1 2021 in Review

tru Independence sold out of Brighthouse Financial (BHF) in Q1 2021, closing a stake of 18 shares — an estimated $1 sold.

tru Independence first reported a position in BHF in Q4 2019 and held it in 4 quarters. The position peaked at $2.66M in Q4 2019. 419 funds tracked by Wall St. Rank hold BHF as of Q1 2021.

  • tru Independence reported no remaining Brighthouse Financial position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 18 Brighthouse Financial shares in Q1 2021, an estimated $1.
  • tru Independence first reported a position in Brighthouse Financial in Q4 2019 and held it in 4 quarters.
  • tru Independence's Brighthouse Financial position peaked at $2.66M in Q4 2019.
  • 419 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.