Haverford Financial Services’s Truist Financial TFC Stock Holding History

Haverford Financial Services’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	-128,653	Closed	-$3.97M	–	69
2020 Q1	$3.97M	Sell	128,653 -303	-0.2%	-$14.3K	1.6%	28
2019 Q4	$7.26M	Hold	128,956	–	–	2.31%	16
2019 Q3	$6.88M	Sell	128,956 -274	-0.2%	-$13.6K	2.34%	19
2019 Q2	$6.35M	Sell	129,230 -607	-0.5%	-$29.7K	2.21%	20
2019 Q1	$6.04M	Sell	129,837 -37	-0%	-$1.8K	2.17%	21
2018 Q4	$5.63M	Buy	+129,874	New	+$6.23M	2.32%	20
2018 Q2	–	Sell	-4,197	Closed	-$218K	–	92
2018 Q1	$218K	Buy	+4,197	New	+$226K	0.08%	83

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Haverford Financial Services's TFC Position: Q2 2020 in Review

Haverford Financial Services sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 128,653 shares — an estimated $3.97M sold.

Haverford Financial Services first reported a position in TFC in Q1 2018 and held it in 7 quarters. The position peaked at $7.26M in Q4 2019. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

Haverford Financial Services reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
Haverford Financial Services sold 128,653 Truist Financial shares in Q2 2020, an estimated $3.97M.
Haverford Financial Services first reported a position in Truist Financial in Q1 2018 and held it in 7 quarters.
Haverford Financial Services's Truist Financial position peaked at $7.26M in Q4 2019.
1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Haverford Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.