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Jefferies Group’s Truist Financial TFC Stock Holding History

Jefferies Group’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
2021
Q1 		– Sell
-5,000
Closed -$240K – 1988
2020
Q4 		$240K Buy
+5,000
New +$226K ﹤0.01% 1331
2020
Q2 		– Sell
-10,500
Closed -$324K – 2005
2020
Q1 		$324K Sell
10,500
-30,700
-75% -$1.45M ﹤0.01% 1500
2019
Q4 		$2.32M Sell
41,200
-26,900
-40% -$1.46M 0.02% 959
2019
Q3 		$3.63M Sell
68,100
-41,800
-38% -$2.07M 0.03% 698
2019
Q2 		$5.4M Buy
109,900
+86,900
+378% +$4.26M 0.04% 435
2019
Q1 		$1.07M Sell
23,000
-21,900
-49% -$1.07M 0.01% 1239
2018
Q4 		$1.95M Sell
44,900
-41,200
-48% -$1.98M 0.02% 837
2018
Q3 		$4.18M Buy
86,100
+39,900
+86% +$2.05M 0.03% 613
2018
Q2 		$2.33M Sell
46,200
-165,900
-78% -$8.81M 0.01% 823
2018
Q1 		$11M Buy
212,100
+136,500
+181% +$7.35M 0.06% 240
2017
Q4 		$3.76M Sell
75,600
-35,900
-32% -$1.73M 0.02% 676
2017
Q3 		$5.23M Sell
111,500
-183,900
-62% -$8.45M 0.03% 511
2017
Q2 		$13.4M Buy
295,400
+181,000
+158% +$7.86M 0.09% 206
2017
Q1 		$5.11M Sell
114,400
-217,300
-66% -$10.2M 0.04% 496
2016
Q4 		$15.6M Buy
331,700
+246,600
+290% +$10.5M 0.09% 217
2016
Q3 		$3.21M Buy
85,100
+26,800
+46% +$998K 0.02% 715
2016
Q2 		$2.08M Buy
+58,300
New +$2.04M 0.01% 843
2014
Q3 		– Sell
-72,600
Closed -$2.86M – 2430
2014
Q2 		$2.86M Hold
72,600
– – 0.02% 519
2014
Q1 		$2.92M Buy
72,600
+29,200
+67% +$1.12M 0.03% 476
2013
Q4 		$1.62M Sell
43,400
-1,600
-4% -$55.3K 0.01% 637
2013
Q3 		$1.52M Hold
45,000
– – 0.01% 724
2013
Q2 		$1.52M Buy
+45,000
New +$1.44M 0.02% 609

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jefferies Group's TFC Position: Q3 2022 in Review

Jefferies Group opened a new position in Truist Financial (TFC) in Q3 2022: 5,470 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1313 among its holdings. This is a return to the name: Jefferies Group previously reported a position in TFC as recently as Q4 2021.

Jefferies Group first reported a position in TFC in Q2 2013 and has held it in 32 quarters since. The position peaked at $8.94M in Q1 2017. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • Jefferies Group held 5,470 shares of Truist Financial worth $238K as of Q3 2022.
  • Truist Financial was a new Jefferies Group position in Q3 2022.
  • Truist Financial made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1313 holding.
  • Jefferies Group first reported a position in Truist Financial in Q2 2013 and has held it in 32 quarters since.
  • Jefferies Group's Truist Financial position peaked at $8.94M in Q1 2017.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.