EH
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Employers Holdings’s Truist Financial TFC Stock Holding History

Employers Holdings’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
Q4 		– Sell
-6,252
Closed -$238K – 147
2020
Q3 		$238K Hold
6,252
– – 0.16% 126
2020
Q2 		$235K Sell
6,252
-7,038
-53% -$253K 0.13% 147
2020
Q1 		$410K Buy
13,290
+55
+0.4% +$2.6K 0.28% 101
2019
Q4 		$745K Buy
13,235
+3,367
+34% +$182K 0.39% 72
2019
Q3 		$527K Sell
9,868
-19,245
-66% -$954K 0.27% 96
2019
Q2 		$1.43M Buy
+29,113
New +$1.43M 0.8% 50

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Employers Holdings's TFC Position: Q4 2020 in Review

Employers Holdings sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 6,252 shares — an estimated $238K sold.

Employers Holdings first reported a position in TFC in Q2 2019 and held it in 6 quarters. The position peaked at $1.43M in Q2 2019. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

  • Employers Holdings reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
  • Employers Holdings sold 6,252 Truist Financial shares in Q4 2020, an estimated $238K.
  • Employers Holdings first reported a position in Truist Financial in Q2 2019 and held it in 6 quarters.
  • Employers Holdings's Truist Financial position peaked at $1.43M in Q2 2019.
  • 1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Employers Holdings's 13F filing for Q4 2020, filed 8 Feb 2021.