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Zullo Investment Group’s Brighthouse Financial BHF Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-21
Closed -$1.08K – 188
2022
Q4 		$1.08K Hold
21
– – ﹤0.01% 730
2022
Q3 		$1K Hold
21
– – ﹤0.01% 726
2022
Q2 		$1K Sell
21
-3
-13% -$145 ﹤0.01% 743
2022
Q1 		$1K Hold
24
– – ﹤0.01% 764
2021
Q4 		$1K Buy
+24
New +$1.23K ﹤0.01% 777

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Zullo Investment Group's BHF Position: Q1 2023 in Review

Zullo Investment Group sold out of Brighthouse Financial (BHF) in Q1 2023, closing a stake of 21 shares — an estimated $1.08K sold.

Zullo Investment Group first reported a position in BHF in Q4 2021 and held it in 5 quarters. The position peaked at $1.08K in Q4 2022. 415 funds tracked by Wall St. Rank hold BHF as of Q1 2023.

  • Zullo Investment Group reported no remaining Brighthouse Financial position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 21 Brighthouse Financial shares in Q1 2023, an estimated $1.08K.
  • Zullo Investment Group first reported a position in Brighthouse Financial in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Brighthouse Financial position peaked at $1.08K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.