Jacobs Levy Equity Management
TFC icon

Jacobs Levy Equity Management’s Truist Financial TFC Stock Holding History

Jacobs Levy Equity 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
2016
Q3 		– Sell
-141,460
Closed -$5.04M – 1129
2016
Q2 		$5.04M Buy
141,460
+600
+0.4% +$21K 0.1% 239
2016
Q1 		$4.69M Buy
+140,860
New +$4.68M 0.1% 235

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jacobs Levy Equity Management's TFC Position: Q3 2016 in Review

Jacobs Levy Equity Management sold out of Truist Financial (TFC) in Q3 2016, closing a stake of 141,460 shares — an estimated $5.04M sold.

Jacobs Levy Equity Management first reported a position in TFC in Q1 2016 and held it in 2 quarters. The position peaked at $5.04M in Q2 2016. 793 funds tracked by Wall St. Rank hold TFC as of Q3 2016.

  • Jacobs Levy Equity Management reported no remaining Truist Financial position as of Q3 2016 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 141,460 Truist Financial shares in Q3 2016, an estimated $5.04M.
  • Jacobs Levy Equity Management first reported a position in Truist Financial in Q1 2016 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Truist Financial position peaked at $5.04M in Q2 2016.
  • 793 funds tracked by Wall St. Rank held Truist Financial as of Q3 2016.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2016, filed 14 Nov 2016.