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H.L. Ormond & Company’s Truist Financial TFC Stock Holding History

H.L. Ormond & Company’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
2022
Q3 		$323K Buy
7,389
+883
+14% +$42.5K 0.52% 75
2022
Q2 		$309K Sell
6,506
-1,019
-14% -$50.3K 0.5% 75
2022
Q1 		$426K Sell
7,525
-45
-0.6% -$2.78K 0.52% 74
2021
Q4 		$499K Buy
+7,570
New +$462K 0.59% 69

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

H.L. Ormond & Company's TFC Position: Q3 2022 in Review

H.L. Ormond & Company increased its Truist Financial (TFC) stake by 14% in Q3 2022, buying an estimated $42.5K and bringing the position to 7,389 shares worth $323K. The position accounts for 0.52% of the portfolio, ranked #75.

H.L. Ormond & Company first reported a position in TFC in Q4 2021 and has held it in 4 quarters since. The position peaked at $499K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • H.L. Ormond & Company held 7,389 shares of Truist Financial worth $323K as of Q3 2022.
  • H.L. Ormond & Company bought 883 Truist Financial shares in Q3 2022, an estimated $42.5K.
  • Truist Financial made up 0.52% of H.L. Ormond & Company's portfolio in Q3 2022, its #75 holding.
  • H.L. Ormond & Company first reported a position in Truist Financial in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Truist Financial position peaked at $499K in Q4 2021.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.