HCM
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Hall Capital Management’s Truist Financial TFC Stock Holding History

Hall 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
2020
Q2 		– Sell
-12,905
Closed -$421K – 80
2020
Q1 		$421K Sell
12,905
-4,115
-24% -$195K 0.43% 52
2019
Q4 		$956K Sell
17,020
-614
-3% -$33.2K 0.78% 42
2019
Q3 		$941K Sell
17,634
-1,395
-7% -$69.1K 0.82% 41
2019
Q2 		$935K Sell
19,029
-1,947
-9% -$95.4K 0.8% 46
2019
Q1 		$976K Sell
20,976
-1,825
-8% -$89K 0.85% 44
2018
Q4 		$988K Sell
22,801
-81
-0.4% -$3.89K 0.98% 42
2018
Q3 		$1.11M Buy
22,882
+2,235
+11% +$115K 0.96% 38
2018
Q2 		$1.04M Buy
20,647
+770
+4% +$40.9K 0.98% 36
2018
Q1 		$1.03M Buy
19,877
+845
+4% +$45.5K 0.99% 37
2017
Q4 		$946K Sell
19,032
-4,335
-19% -$209K 0.83% 44
2017
Q3 		$1.1M Sell
23,367
-1,730
-7% -$79.5K 1.01% 37
2017
Q2 		$1.14M Buy
25,097
+370
+1% +$16.1K 1.07% 35
2017
Q1 		$1.1M Buy
24,727
+2,115
+9% +$98.8K 1.05% 38
2016
Q4 		$1.06M Buy
+22,612
New +$962K 1.04% 38

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hall Capital Management's TFC Position: Q2 2020 in Review

Hall Capital Management sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 12,905 shares — an estimated $421K sold.

Hall Capital Management first reported a position in TFC in Q4 2016 and held it in 14 quarters. The position peaked at $1.14M in Q2 2017. 1,169 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

  • Hall Capital Management reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
  • Hall Capital Management sold 12,905 Truist Financial shares in Q2 2020, an estimated $421K.
  • Hall Capital Management first reported a position in Truist Financial in Q4 2016 and held it in 14 quarters.
  • Hall Capital Management's Truist Financial position peaked at $1.14M in Q2 2017.
  • 1,169 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Hall Capital Management's 13F filing for Q2 2020, filed 16 Nov 2020.