ZP
BHF icon

Zimmer Partners’s Brighthouse Financial BHF Stock Holding History

Zimmer Partners’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
2023
Q2 		– Sell
-250,000
Closed -$11M – 119
2023
Q1 		$11M Buy
+250,000
New +$13.1M 0.23% 59
2021
Q4 		– Sell
-125,000
Closed -$5.65M – 121
2021
Q3 		$5.65M Buy
+125,000
New +$5.63M 0.09% 108

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Zimmer Partners's BHF Position: Q2 2023 in Review

Zimmer Partners sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 250,000 shares — an estimated $11M sold.

Zimmer Partners first reported a position in BHF in Q3 2021 and held it in 2 quarters. The position peaked at $11M in Q1 2023. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

  • Zimmer Partners reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
  • Zimmer Partners sold 250,000 Brighthouse Financial shares in Q2 2023, an estimated $11M.
  • Zimmer Partners first reported a position in Brighthouse Financial in Q3 2021 and held it in 2 quarters.
  • Zimmer Partners's Brighthouse Financial position peaked at $11M in Q1 2023.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Zimmer Partners's 13F filing for Q2 2023, filed 14 Aug 2023.