Horan Capital Advisors’s Truist Financial TFC Stock Holding History

Horan Capital Advisors’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 Q4	–	Sell	-2,750	Closed	-$105K	–	258
2020 Q3	$105K	Buy	+2,750	New	+$104K	0.06%	112
2020 Q1	–	Sell	-2,750	Closed	-$155K	–	230
2019 Q4	$155K	Hold	2,750	–	–	0.09%	81
2019 Q3	$147K	Buy	+2,750	New	+$136K	0.09%	83
2019 Q2	–	Sell	-2,750	Closed	-$128K	–	222
2019 Q1	$128K	Buy	+2,750	New	+$134K	0.08%	83
2017 Q4	–	Sell	-6,743	Closed	-$317K	–	239
2017 Q3	$317K	Sell	6,743 -285	-4%	-$13.1K	0.2%	56
2017 Q2	$319K	Sell	7,028 -50,705	-88%	-$2.2M	0.22%	55
2017 Q1	$2.58M	Buy	57,733 +1,005	+2%	+$47K	1.84%	22
2016 Q4	$2.67M	Buy	56,728 +110	+0.2%	+$4.68K	1.99%	20
2016 Q3	$2.14M	Buy	+56,618	New	+$2.11M	1.69%	27

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Horan Capital Advisors's TFC Position: Q4 2020 in Review

Horan Capital Advisors sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 2,750 shares — an estimated $105K sold.

Horan Capital Advisors first reported a position in TFC in Q3 2016 and held it in 9 quarters. The position peaked at $2.67M in Q4 2016. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

Horan Capital Advisors reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 2,750 Truist Financial shares in Q4 2020, an estimated $105K.
Horan Capital Advisors first reported a position in Truist Financial in Q3 2016 and held it in 9 quarters.
Horan Capital Advisors's Truist Financial position peaked at $2.67M in Q4 2016.
1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.