Chicago Equity Partners’s Truist Financial TFC Stock Holding History

Chicago Equity Partners’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
2020 Q1	$551K	Sell	17,866 -3,421	-16%	-$162K	0.06%	409
2019 Q4	$1.2M	Buy	21,287 +6,997	+49%	+$379K	0.07%	404
2019 Q3	$763K	Hold	14,290	–	–	0.04%	573
2019 Q2	$702K	Hold	14,290	–	–	0.03%	624
2019 Q1	$665K	Buy	+14,290	New	+$697K	0.03%	611

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Chicago Equity Partners's TFC Position: Q1 2020 in Review

Chicago Equity Partners reduced its Truist Financial (TFC) stake by 16% in Q1 2020, selling an estimated $162K and leaving 17,866 shares worth $551K. The position accounts for 0.06% of the portfolio, ranked #409.

Chicago Equity Partners first reported a position in TFC in Q1 2019 and has held it in 5 quarters since. The position peaked at $1.2M in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Chicago Equity Partners held 17,866 shares of Truist Financial worth $551K as of Q1 2020.
Chicago Equity Partners sold 3,421 Truist Financial shares in Q1 2020, an estimated $162K.
Truist Financial made up 0.06% of Chicago Equity Partners's portfolio in Q1 2020, its #409 holding.
Chicago Equity Partners first reported a position in Truist Financial in Q1 2019 and has held it in 5 quarters since.
Chicago Equity Partners's Truist Financial position peaked at $1.2M in Q4 2019.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.