Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Truist Financial TFC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
-310,952
Closed -$12.1M – 1636
2024
Q2 		$12.1M Buy
310,952
+192,783
+163% +$7.28M 0.05% 252
2024
Q1 		$4.61M Buy
+118,169
New +$4.32M 0.02% 452
2023
Q3 		– Sell
-56,825
Closed -$1.72M – 1537
2023
Q2 		$1.72M Buy
+56,825
New +$1.76M 0.01% 646
2023
Q1 		– Sell
-54,580
Closed -$2.35M – 1450
2022
Q4 		$2.35M Sell
54,580
-181,505
-77% -$7.96M 0.01% 505
2022
Q3 		$10.3M Buy
236,085
+108,301
+85% +$5.21M 0.07% 199
2022
Q2 		$6.06M Buy
127,784
+72,638
+132% +$3.58M 0.04% 275
2022
Q1 		$3.13M Buy
+55,146
New +$3.41M 0.02% 404
2019
Q3 		– Sell
-13,823
Closed -$679K – 1082
2019
Q2 		$679K Sell
13,823
-193,665
-93% -$9.49M ﹤0.01% 662
2019
Q1 		$9.65M Buy
207,488
+111,523
+116% +$5.44M 0.06% 193
2018
Q4 		$4.16M Sell
95,965
-89,700
-48% -$4.31M 0.03% 294
2018
Q3 		$9.01M Buy
185,665
+50,915
+38% +$2.61M 0.05% 233
2018
Q2 		$6.8M Buy
+134,750
New +$7.16M 0.04% 270
2017
Q3 		– Sell
-277,383
Closed -$12.6M – 916
2017
Q2 		$12.6M Buy
277,383
+132,150
+91% +$5.74M 0.08% 160
2017
Q1 		$6.49M Buy
145,233
+71,908
+98% +$3.36M 0.04% 220
2016
Q4 		$3.45M Buy
+73,325
New +$3.12M 0.02% 299
2015
Q4 		– Sell
-19,600
Closed -$698K – 867
2015
Q3 		$698K Buy
19,600
+13,615
+227% +$525K 0.01% 468
2015
Q2 		$241K Hold
5,985
– – ﹤0.01% 525
2015
Q1 		$233K Hold
5,985
– – ﹤0.01% 485
2014
Q4 		$233K Sell
5,985
-19,400
-76% -$730K ﹤0.01% 504
2014
Q3 		$945K Sell
25,385
-2,100
-8% -$79.3K 0.01% 313
2014
Q2 		$1.15M Hold
27,485
– – 0.01% 309
2014
Q1 		$1.22M Buy
27,485
+6,600
+32% +$253K 0.01% 353
2013
Q4 		$828K Buy
+20,885
New +$722K 0.01% 407

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s TFC Position: Q3 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 310,952 shares — an estimated $12.1M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in TFC in Q4 2013 and held it in 23 quarters. The position peaked at $12.6M in Q2 2017. 1,476 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 310,952 Truist Financial shares in Q3 2024, an estimated $12.1M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Truist Financial in Q4 2013 and held it in 23 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Truist Financial position peaked at $12.6M in Q2 2017.
  • 1,476 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2024, filed 8 Nov 2024.