Ariel Investments’s Truist Financial TFC Stock Holding History

Ariel Investments’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-995,605	Closed	-$38.7M	–	112
2024 Q2	$38.7M	Sell	995,605 -29,464	-3%	-$1.11M	0.42%	66
2024 Q1	$40M	Sell	1,025,069 -42,633	-4%	-$1.56M	0.39%	69
2023 Q4	$39.4M	Buy	+1,067,702	New	+$33.5M	0.39%	70

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Ariel Investments's TFC Position: Q3 2024 in Review

Ariel Investments sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 995,605 shares — an estimated $38.7M sold.

Ariel Investments first reported a position in TFC in Q4 2023 and held it in 3 quarters. The position peaked at $40M in Q1 2024. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

Ariel Investments reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
Ariel Investments sold 995,605 Truist Financial shares in Q3 2024, an estimated $38.7M.
Ariel Investments first reported a position in Truist Financial in Q4 2023 and held it in 3 quarters.
Ariel Investments's Truist Financial position peaked at $40M in Q1 2024.
1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Ariel Investments's 13F filing for Q3 2024, filed 13 Nov 2024.