Jupiter Asset Management’s Truist Financial TFC Stock Holding History

Jupiter Asset 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
2021 Q2	–	Sell	-8,667	Closed	-$505K	–	675
2021 Q1	$505K	Sell	8,667 -2,107	-20%	-$115K	0.01%	485
2020 Q4	$517K	Buy	+10,774	New	+$488K	0.01%	507
2015 Q4	–	Sell	-34,000	Closed	-$1.21M	–	205
2015 Q3	$1.21M	Hold	34,000	–	–	0.05%	190
2015 Q2	$1.37M	Buy	+34,000	New	+$1.35M	0.05%	199
2014 Q1	–	Sell	-204,694	Closed	-$7.64M	–	251
2013 Q4	$7.64M	Buy	204,694 +164,838	+414%	+$5.7M	0.3%	110
2013 Q3	$1.35M	Buy	+39,856	New	+$1.39M	0.06%	163

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jupiter Asset Management's TFC Position: Q2 2021 in Review

Jupiter Asset Management sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 8,667 shares — an estimated $505K sold.

Jupiter Asset Management first reported a position in TFC in Q3 2013 and held it in 6 quarters. The position peaked at $7.64M in Q4 2013. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

Jupiter Asset Management reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
Jupiter Asset Management sold 8,667 Truist Financial shares in Q2 2021, an estimated $505K.
Jupiter Asset Management first reported a position in Truist Financial in Q3 2013 and held it in 6 quarters.
Jupiter Asset Management's Truist Financial position peaked at $7.64M in Q4 2013.
1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Jupiter Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.