Hermes Investment Management’s Truist Financial TFC Stock Holding History

Hermes Investment 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
2018 Q2	$429K	Hold	8,500	–	–	0.01%	209
2018 Q1	$442K	Sell	8,500 -2,100	-20%	-$113K	0.01%	207
2017 Q4	$527K	Buy	10,600 +2,000	+23%	+$96.5K	0.01%	204
2017 Q3	$404K	Hold	8,600	–	–	0.01%	204
2017 Q2	$391K	Buy	+8,600	New	+$373K	0.01%	202
2017 Q1	–	Sell	-8,600	Closed	-$404K	–	219
2016 Q4	$404K	Hold	8,600	–	–	0.01%	202
2016 Q3	$324K	Hold	8,600	–	–	0.01%	213
2016 Q2	$306K	Hold	8,600	–	–	0.01%	209
2016 Q1	$288K	Hold	8,600	–	–	0.01%	217
2015 Q4	$325K	Hold	8,600	–	–	0.01%	208
2015 Q3	$306K	Hold	8,600	–	–	0.01%	204
2015 Q2	$347K	Hold	8,600	–	–	0.01%	217
2015 Q1	$335K	Hold	8,600	–	–	0.01%	215
2014 Q4	$334K	Hold	8,600	–	–	0.01%	215
2014 Q3	$320K	Hold	8,600	–	–	0.01%	214
2014 Q2	$339K	Hold	8,600	–	–	0.01%	227
2014 Q1	$345K	Hold	8,600	–	–	0.01%	225
2013 Q4	$321K	Hold	8,600	–	–	0.01%	225
2013 Q3	$290K	Hold	8,600	–	–	0.01%	214
2013 Q2	$291K	Buy	+8,600	New	+$274K	0.01%	221

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hermes Investment Management's TFC Position: Q2 2018 in Review

Hermes Investment Management held its Truist Financial (TFC) position steady in Q2 2018 at 8,500 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #209.

Hermes Investment Management first reported a position in TFC in Q2 2013 and has held it in 20 quarters since. The position peaked at $527K in Q4 2017. 1,031 funds tracked by Wall St. Rank hold TFC as of Q2 2018.

Hermes Investment Management held 8,500 shares of Truist Financial worth $429K as of Q2 2018.
Hermes Investment Management left its Truist Financial share count unchanged in Q2 2018.
Truist Financial made up 0.01% of Hermes Investment Management's portfolio in Q2 2018, its #209 holding.
Hermes Investment Management first reported a position in Truist Financial in Q2 2013 and has held it in 20 quarters since.
Hermes Investment Management's Truist Financial position peaked at $527K in Q4 2017.
1,031 funds tracked by Wall St. Rank held Truist Financial as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.