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Mid Atlantic Financial Management’s Bread Financial BFH Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$308K Buy
3,823
+714
+23% +$55.2K 0.02% 652
2021
Q2 		$259K Buy
+3,109
New +$281K 0.02% 729

Other funds holding BFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mid Atlantic Financial Management's BFH Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Bread Financial (BFH) stake by 23% in Q3 2021, buying an estimated $55.2K and bringing the position to 3,823 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #652.

Mid Atlantic Financial Management first reported a position in BFH in Q2 2021 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold BFH as of Q3 2021.

  • Mid Atlantic Financial Management held 3,823 shares of Bread Financial worth $308K as of Q3 2021.
  • Mid Atlantic Financial Management bought 714 Bread Financial shares in Q3 2021, an estimated $55.2K.
  • Bread Financial made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #652 holding.
  • Mid Atlantic Financial Management first reported a position in Bread Financial in Q2 2021 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held Bread Financial as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.