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Olympiad Research’s Bread Financial BFH Stock Holding History

Olympiad 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
2024
Q1 		– Sell
-12,933
Closed -$426K – 362
2023
Q4 		$426K Buy
12,933
+859
+7% +$25.7K 0.34% 86
2023
Q3 		$413K Sell
12,074
-3,198
-21% -$117K 0.4% 51
2023
Q2 		$479K Buy
+15,272
New +$439K 0.47% 48

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Olympiad Research's BFH Position: Q1 2024 in Review

Olympiad Research sold out of Bread Financial (BFH) in Q1 2024, closing a stake of 12,933 shares — an estimated $426K sold.

Olympiad Research first reported a position in BFH in Q2 2023 and held it in 3 quarters. The position peaked at $479K in Q2 2023. 278 funds tracked by Wall St. Rank hold BFH as of Q1 2024.

  • Olympiad Research reported no remaining Bread Financial position as of Q1 2024 after selling out during the quarter.
  • Olympiad Research sold 12,933 Bread Financial shares in Q1 2024, an estimated $426K.
  • Olympiad Research first reported a position in Bread Financial in Q2 2023 and held it in 3 quarters.
  • Olympiad Research's Bread Financial position peaked at $479K in Q2 2023.
  • 278 funds tracked by Wall St. Rank held Bread Financial as of Q1 2024.

Based on Olympiad Research's 13F filing for Q1 2024, filed 13 May 2024.