Hendershot Investments’s Truist Financial TFC Stock Holding History

Hendershot Investments’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
2023 Q3	–	Sell	-33,371	Closed	-$1.01M	–	142
2023 Q2	$1.01M	Sell	33,371 -1,508	-4%	-$46.8K	0.16%	62
2023 Q1	$1.19M	Sell	34,879 -8,293	-19%	-$362K	0.2%	59
2022 Q4	$1.86M	Sell	43,172 -50	-0.1%	-$2.19K	0.31%	55
2022 Q3	$1.88M	Sell	43,222 -525	-1%	-$25.3K	0.35%	55
2022 Q2	$2.08M	Buy	43,747 +295	+0.7%	+$14.5K	0.37%	56
2022 Q1	$2.46M	Sell	43,452 -650	-1%	-$40.1K	0.38%	55
2021 Q4	$2.58M	Buy	+44,102	New	+$2.69M	0.39%	56

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hendershot Investments's TFC Position: Q3 2023 in Review

Hendershot Investments sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 33,371 shares — an estimated $1.01M sold.

Hendershot Investments first reported a position in TFC in Q4 2021 and held it in 7 quarters. The position peaked at $2.58M in Q4 2021. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Hendershot Investments reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
Hendershot Investments sold 33,371 Truist Financial shares in Q3 2023, an estimated $1.01M.
Hendershot Investments first reported a position in Truist Financial in Q4 2021 and held it in 7 quarters.
Hendershot Investments's Truist Financial position peaked at $2.58M in Q4 2021.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Hendershot Investments's 13F filing for Q3 2023, filed 23 Oct 2023.