Eagle Ridge Investment Management’s Truist Financial TFC Stock Holding History

Eagle Ridge Investment Management’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	–	Sell	-4,483	Closed	-$252K	–	150
2019 Q4	$252K	Buy	4,483 +356	+9%	+$19.3K	0.03%	137
2019 Q3	$220K	Hold	4,127	–	–	0.03%	140
2019 Q2	$203K	Buy	+4,127	New	+$202K	0.03%	150
2018 Q4	–	Sell	-5,227	Closed	-$254K	–	175
2018 Q3	$254K	Hold	5,227	–	–	0.04%	145
2018 Q2	$264K	Hold	5,227	–	–	0.04%	145
2018 Q1	$272K	Hold	5,227	–	–	0.04%	143
2017 Q4	$260K	Hold	5,227	–	–	0.04%	154
2017 Q3	$245K	Buy	+5,227	New	+$240K	0.04%	149

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

Eagle Ridge Investment Management's TFC Position: Q1 2020 in Review

Eagle Ridge Investment Management sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 4,483 shares — an estimated $252K sold.

Eagle Ridge Investment Management first reported a position in TFC in Q3 2017 and held it in 8 quarters. The position peaked at $272K in Q1 2018. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Eagle Ridge Investment Management reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
Eagle Ridge Investment Management sold 4,483 Truist Financial shares in Q1 2020, an estimated $252K.
Eagle Ridge Investment Management first reported a position in Truist Financial in Q3 2017 and held it in 8 quarters.
Eagle Ridge Investment Management's Truist Financial position peaked at $272K in Q1 2018.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.