EARNEST Partners’s Truist Financial TFC Stock Holding History

EARNEST 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
2023 Q4	–	Sell	-745	Closed	-$21.3K	–	1001
2023 Q3	$21.3K	Hold	745	–	–	﹤0.01%	483
2023 Q2	$22.6K	Hold	745	–	–	﹤0.01%	462
2023 Q1	$25.4K	Hold	745	–	–	﹤0.01%	431
2022 Q4	$32.1K	Hold	745	–	–	﹤0.01%	392
2022 Q3	$32K	Hold	745	–	–	﹤0.01%	377
2022 Q2	$35K	Hold	745	–	–	﹤0.01%	371
2022 Q1	$42K	Hold	745	–	–	﹤0.01%	354
2021 Q4	$44K	Hold	745	–	–	﹤0.01%	354
2021 Q3	$44K	Hold	745	–	–	﹤0.01%	352
2021 Q2	$41K	Hold	745	–	–	﹤0.01%	369
2021 Q1	$43K	Hold	745	–	–	﹤0.01%	346
2020 Q4	$36K	Buy	+745	New	+$33.7K	﹤0.01%	363
2019 Q4	–	Sell	-423	Closed	-$23K	–	1185
2019 Q3	$23K	Hold	423	–	–	﹤0.01%	414
2019 Q2	$21K	Hold	423	–	–	﹤0.01%	440
2019 Q1	$20K	Hold	423	–	–	﹤0.01%	442
2018 Q4	$18K	Hold	423	–	–	﹤0.01%	438
2018 Q3	$21K	Hold	423	–	–	﹤0.01%	427
2018 Q2	$21K	Hold	423	–	–	﹤0.01%	425
2018 Q1	$22K	Hold	423	–	–	﹤0.01%	411
2017 Q4	$21K	Buy	+423	New	+$20.4K	﹤0.01%	411
2017 Q1	–	Sell	-423	Closed	-$20K	–	826
2016 Q4	$20K	Buy	+423	New	+$18K	﹤0.01%	402

Other funds holding TFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EARNEST Partners's TFC Position: Q4 2023 in Review

EARNEST Partners sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 745 shares — an estimated $21.3K sold.

EARNEST Partners first reported a position in TFC in Q4 2016 and held it in 21 quarters. The position peaked at $44K in Q4 2021. 1,398 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

EARNEST Partners reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 745 Truist Financial shares in Q4 2023, an estimated $21.3K.
EARNEST Partners first reported a position in Truist Financial in Q4 2016 and held it in 21 quarters.
EARNEST Partners's Truist Financial position peaked at $44K in Q4 2021.
1,398 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.