TAM
BHF icon

Tucker Asset Management’s Brighthouse Financial BHF Stock Holding History

Tucker Asset 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
Q3 		– Sell
-2
Closed -$87 – 1490
2024
Q2 		$87 Hold
2
– – ﹤0.01% 1602
2024
Q1 		$103 Hold
2
– – ﹤0.01% 1571
2023
Q4 		$106 Hold
2
– – ﹤0.01% 1397
2023
Q3 		$98 Hold
2
– – ﹤0.01% 1326
2023
Q2 		$95 Hold
2
– – ﹤0.01% 1111
2023
Q1 		$88 Hold
2
– – ﹤0.01% 1132
2022
Q4 		$103 Hold
2
– – ﹤0.01% 783
2022
Q3 		$114 Hold
2
– – ﹤0.01% 822
2022
Q2 		$82 Hold
2
– – ﹤0.01% 630
2022
Q1 		$103 Hold
2
– – ﹤0.01% 548
2021
Q4 		$104 Hold
2
– – ﹤0.01% 439
2021
Q3 		$100 Buy
+2
New +$90 ﹤0.01% 376

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tucker Asset Management's BHF Position: Q3 2024 in Review

Tucker Asset Management sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 2 shares — an estimated $87 sold.

Tucker Asset Management first reported a position in BHF in Q3 2021 and held it in 12 quarters. The position peaked at $114 in Q3 2022. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

  • Tucker Asset Management reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
  • Tucker Asset Management sold 2 Brighthouse Financial shares in Q3 2024, an estimated $87.
  • Tucker Asset Management first reported a position in Brighthouse Financial in Q3 2021 and held it in 12 quarters.
  • Tucker Asset Management's Brighthouse Financial position peaked at $114 in Q3 2022.
  • 416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.