Echo Street Capital Management’s Truist Financial TFC Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-7,385	Closed	-$211K	–	378
2023 Q3	$211K	Buy	+7,385	New	+$227K	﹤0.01%	428
2023 Q2	–	Sell	-13,533	Closed	-$461K	–	593
2023 Q1	$461K	Sell	13,533 -3,538	-21%	-$154K	﹤0.01%	273
2022 Q4	$735K	Buy	+17,071	New	+$749K	0.01%	206
2022 Q2	–	Sell	-11,810	Closed	-$670K	–	707
2022 Q1	$670K	Buy	11,810 +4,810	+69%	+$297K	﹤0.01%	336
2021 Q4	$410K	Buy	+7,000	New	+$428K	﹤0.01%	461
2021 Q3	–	Sell	-8,432	Closed	-$468K	–	747
2021 Q2	$468K	Buy	+8,432	New	+$495K	﹤0.01%	388
2021 Q1	–	Sell	-23,892	Closed	-$1.15M	–	598
2020 Q4	$1.15M	Buy	+23,892	New	+$1.08M	0.01%	147

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 $182B AUM 14.68% 1-Year Est. Return

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

Amundi Paris, France $413B AUM 44.57% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Echo Street Capital Management's TFC Position: Q4 2023 in Review

Echo Street Capital Management sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 7,385 shares — an estimated $211K sold.

Echo Street Capital Management first reported a position in TFC in Q4 2020 and held it in 7 quarters. The position peaked at $1.15M in Q4 2020. 1,396 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

Echo Street Capital Management reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,385 Truist Financial shares in Q4 2023, an estimated $211K.
Echo Street Capital Management first reported a position in Truist Financial in Q4 2020 and held it in 7 quarters.
Echo Street Capital Management's Truist Financial position peaked at $1.15M in Q4 2020.
1,396 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.