EIP
Epoch Investment Partners’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.5M | Sell |
1,199,062
-30,500
| -2% | -$1.31M | 0.27% | 133 |
|
|
2025
Q1 | $50.6M | Sell |
1,229,562
-61,849
| -5% | -$2.55M | 0.26% | 144 |
|
|
2024
Q4 | $56M | Sell |
1,291,411
-44,521
| -3% | -$1.93M | 0.27% | 138 |
|
|
2024
Q3 | $57.1M | Sell |
1,335,932
-46,479
| -3% | -$1.99M | 0.26% | 150 |
|
|
2024
Q2 | $53.7M | Sell |
1,382,411
-43,400
| -3% | -$1.69M | 0.25% | 145 |
|
|
2024
Q1 | $55.6M | Sell |
1,425,811
-166,883
| -10% | -$6.51M | 0.25% | 147 |
|
|
2023
Q4 | $58.8M | Sell |
1,592,694
-50,322
| -3% | -$1.86M | 0.27% | 145 |
|
|
2023
Q3 | $47M | Buy |
1,643,016
+133,300
| +9% | +$3.81M | 0.3% | 117 |
|
|
2023
Q2 | $45.8M | Sell |
1,509,716
-37,088
| -2% | -$1.13M | 0.27% | 136 |
|
|
2023
Q1 | $52.7M | Sell |
1,546,804
-515,321
| -25% | -$17.6M | 0.31% | 105 |
|
|
2022
Q4 | $88.7M | Buy |
2,062,125
+77,466
| +4% | +$3.33M | 0.53% | 55 |
|
|
2022
Q3 | $86.4M | Sell |
1,984,659
-297,914
| -13% | -$13M | 0.56% | 51 |
|
|
2022
Q2 | $108M | Buy |
2,282,573
+437,640
| +24% | +$20.8M | 0.63% | 44 |
|
|
2022
Q1 | $105M | Buy |
1,844,933
+116,573
| +7% | +$6.61M | 0.51% | 57 |
|
|
2021
Q4 | $101M | Sell |
1,728,360
-235,882
| -12% | -$13.8M | 0.51% | 55 |
|
|
2021
Q3 | $115M | Sell |
1,964,242
-296,078
| -13% | -$17.4M | 0.64% | 41 |
|
|
2021
Q2 | $125M | Sell |
2,260,320
-174,633
| -7% | -$9.69M | 0.67% | 42 |
|
|
2021
Q1 | $142M | Buy |
2,434,953
+64,624
| +3% | +$3.77M | 0.66% | 47 |
|
|
2020
Q4 | $114M | Sell |
2,370,329
-633
| -0% | -$30.3K | 0.52% | 64 |
|
|
2020
Q3 | $90.2M | Sell |
2,370,962
-103,282
| -4% | -$3.93M | 0.45% | 78 |
|
|
2020
Q2 | $92.9M | Sell |
2,474,244
-71,668
| -3% | -$2.69M | 0.48% | 73 |
|
|
2020
Q1 | $78.5M | Buy |
2,545,912
+20,213
| +0.8% | +$623K | 0.48% | 76 |
|
|
2019
Q4 | $142M | Buy |
2,525,699
+226,348
| +10% | +$12.7M | 0.61% | 60 |
|
|
2019
Q3 | $123M | Sell |
2,299,351
-25,642
| -1% | -$1.37M | 0.56% | 71 |
|
|
2019
Q2 | $114M | Buy |
2,324,993
+436,001
| +23% | +$21.4M | 0.52% | 81 |
|
|
2019
Q1 | $87.9M | Sell |
1,888,992
-77,581
| -4% | -$3.61M | 0.38% | 98 |
|
|
2018
Q4 | $85.2M | Buy |
1,966,573
+29,453
| +2% | +$1.28M | 0.4% | 94 |
|
|
2018
Q3 | $94M | Sell |
1,937,120
-62,741
| -3% | -$3.05M | 0.36% | 98 |
|
|
2018
Q2 | $101K | Buy |
+1,999,861
| New | +$101K | 0.31% | 92 |
|
|
2017
Q1 | – | Sell |
-7,940,136
| Closed | -$373M | – | 326 |
|
|
2016
Q4 | $373M | Buy |
7,940,136
+5,642,244
| +246% | +$265M | 1.4% | 15 |
|
|
2016
Q3 | $86.7M | Buy |
+2,297,892
| New | +$86.7M | 0.32% | 95 |
|