Kendall Capital Management’s Truist Financial TFC Stock Holding History

Kendall Capital 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 Q4	–	Sell	-3,774	Closed	-$221K	–	168
2021 Q3	$221K	Buy	3,774 +133	+4%	+$7.43K	0.12%	146
2021 Q2	$202K	Hold	3,641	–	–	0.11%	147
2021 Q1	$212K	Buy	+3,641	New	+$200K	0.13%	137
2020 Q3	–	Sell	-5,478	Closed	-$206K	–	127
2020 Q2	$206K	Buy	+5,478	New	+$197K	0.2%	117
2020 Q1	–	Sell	-5,683	Closed	-$320K	–	111
2019 Q4	$320K	Buy	+5,683	New	+$308K	0.25%	93

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Kendall Capital Management's TFC Position: Q4 2021 in Review

Kendall Capital Management sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 3,774 shares — an estimated $221K sold.

Kendall Capital Management first reported a position in TFC in Q4 2019 and held it in 5 quarters. The position peaked at $320K in Q4 2019. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

Kendall Capital Management reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
Kendall Capital Management sold 3,774 Truist Financial shares in Q4 2021, an estimated $221K.
Kendall Capital Management first reported a position in Truist Financial in Q4 2019 and held it in 5 quarters.
Kendall Capital Management's Truist Financial position peaked at $320K in Q4 2019.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Kendall Capital Management's 13F filing for Q4 2021, filed 28 Jan 2022.