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Enlightenment Research’s Bread Financial BFH Stock Holding History

Enlightenment Research’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-877
Closed -$105K – 161
2018
Q4 		$105K Buy
+877
New +$138K 0.13% 168

Other funds holding BFH

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Enlightenment Research's BFH Position: Q1 2019 in Review

Enlightenment Research sold out of Bread Financial (BFH) in Q1 2019, closing a stake of 877 shares — an estimated $105K sold.

Enlightenment Research first reported a position in BFH in Q4 2018 and held it in 1 quarter. The position peaked at $105K in Q4 2018. 515 funds tracked by Wall St. Rank hold BFH as of Q1 2019.

  • Enlightenment Research reported no remaining Bread Financial position as of Q1 2019 after selling out during the quarter.
  • Enlightenment Research sold 877 Bread Financial shares in Q1 2019, an estimated $105K.
  • Enlightenment Research first reported a position in Bread Financial in Q4 2018 and held it in 1 quarter.
  • Enlightenment Research's Bread Financial position peaked at $105K in Q4 2018.
  • 515 funds tracked by Wall St. Rank held Bread Financial as of Q1 2019.

Based on Enlightenment Research's 13F filing for Q1 2019, filed 3 May 2019.