Jackson Square Capital’s Truist Financial TFC Stock Holding History

Jackson Square Capital’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
2022 Q4	–	Sell	-6,542	Closed	-$285K	–	137
2022 Q3	$285K	Hold	6,542	–	–	0.14%	106
2022 Q2	$310K	Sell	6,542 -4,442	-40%	-$219K	0.13%	108
2022 Q1	$623K	Sell	10,984 -1,128	-9%	-$69.7K	0.19%	97
2021 Q4	$709K	Buy	12,112 +1,761	+17%	+$108K	0.2%	97
2021 Q3	$607K	Buy	10,351 +581	+6%	+$32.5K	0.2%	96
2021 Q2	$542K	Buy	9,770 +664	+7%	+$39K	0.17%	104
2021 Q1	$531K	Buy	9,106 +1,603	+21%	+$87.9K	0.2%	97
2020 Q4	$360K	Buy	7,503 +7,323	+4,068%	+$332K	0.14%	108
2020 Q3	$7K	Hold	180	–	–	﹤0.01%	283
2020 Q2	$7K	Sell	180 -232	-56%	-$8.36K	﹤0.01%	261
2020 Q1	$13K	Sell	412 -40	-9%	-$1.89K	0.01%	201
2019 Q4	$25K	Buy	+452	New	+$24.5K	0.01%	198

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Jackson Square Capital's TFC Position: Q4 2022 in Review

Jackson Square Capital sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 6,542 shares — an estimated $285K sold.

Jackson Square Capital first reported a position in TFC in Q4 2019 and held it in 12 quarters. The position peaked at $709K in Q4 2021. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

Jackson Square Capital reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
Jackson Square Capital sold 6,542 Truist Financial shares in Q4 2022, an estimated $285K.
Jackson Square Capital first reported a position in Truist Financial in Q4 2019 and held it in 12 quarters.
Jackson Square Capital's Truist Financial position peaked at $709K in Q4 2021.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Jackson Square Capital's 13F filing for Q4 2022, filed 23 Jan 2023.