Y.D. More Investments’s Bread Financial BFH Stock Holding History

Y.D. More Investments’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
2023 Q4	–	Sell	-522	Closed	-$18K	–	353
2023 Q3	$18K	Sell	522 -147	-22%	-$5.39K	﹤0.01%	291
2023 Q2	$21K	Sell	669 -60	-8%	-$1.72K	﹤0.01%	263
2023 Q1	$6.11K	Sell	729 -294	-29%	-$11K	﹤0.01%	313
2022 Q4	$10.8K	Buy	+1,023	New	+$36.9K	﹤0.01%	342

Other funds holding BFH

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Y.D. More Investments's BFH Position: Q4 2023 in Review

Y.D. More Investments sold out of Bread Financial (BFH) in Q4 2023, closing a stake of 522 shares — an estimated $18K sold.

Y.D. More Investments first reported a position in BFH in Q4 2022 and held it in 4 quarters. The position peaked at $21K in Q2 2023. 271 funds tracked by Wall St. Rank hold BFH as of Q4 2023.

Y.D. More Investments reported no remaining Bread Financial position as of Q4 2023 after selling out during the quarter.
Y.D. More Investments sold 522 Bread Financial shares in Q4 2023, an estimated $18K.
Y.D. More Investments first reported a position in Bread Financial in Q4 2022 and held it in 4 quarters.
Y.D. More Investments's Bread Financial position peaked at $21K in Q2 2023.
271 funds tracked by Wall St. Rank held Bread Financial as of Q4 2023.

Based on Y.D. More Investments's 13F filing for Q4 2023, filed 6 Feb 2024.