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Freedom Investment Management’s Bread Financial BFH Stock Holding History

Freedom Investment Management’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
Q4 		– Sell
-2,815
Closed -$288K – 668
2019
Q3 		$288K Buy
2,815
+134
+5% +$15.1K 0.03% 520
2019
Q2 		$300K Sell
2,681
-182
-6% -$22K 0.03% 525
2019
Q1 		$400K Buy
2,863
+148
+5% +$20.1K 0.03% 437
2018
Q4 		$325K Buy
+2,715
New +$426K 0.03% 547

Other funds holding BFH

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
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freedom Investment Management's BFH Position: Q4 2019 in Review

Freedom Investment Management sold out of Bread Financial (BFH) in Q4 2019, closing a stake of 2,815 shares — an estimated $288K sold.

Freedom Investment Management first reported a position in BFH in Q4 2018 and held it in 4 quarters. The position peaked at $400K in Q1 2019. 447 funds tracked by Wall St. Rank hold BFH as of Q4 2019.

  • Freedom Investment Management reported no remaining Bread Financial position as of Q4 2019 after selling out during the quarter.
  • Freedom Investment Management sold 2,815 Bread Financial shares in Q4 2019, an estimated $288K.
  • Freedom Investment Management first reported a position in Bread Financial in Q4 2018 and held it in 4 quarters.
  • Freedom Investment Management's Bread Financial position peaked at $400K in Q1 2019.
  • 447 funds tracked by Wall St. Rank held Bread Financial as of Q4 2019.

Based on Freedom Investment Management's 13F filing for Q4 2019, filed 24 Jan 2020.