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Levin Capital Strategies’s Truist Financial TFC Stock Holding History

Levin Capital Strategies’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
2023
Q2 		– Sell
-7,000
Closed -$239K – 301
2023
Q1 		$239K Buy
+7,000
New +$306K 0.03% 177

Other funds holding TFC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Levin Capital Strategies's TFC Position: Q2 2023 in Review

Levin Capital Strategies sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 7,000 shares — an estimated $239K sold.

Levin Capital Strategies first reported a position in TFC in Q1 2023 and held it in 1 quarter. The position peaked at $239K in Q1 2023. 1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Levin Capital Strategies reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Levin Capital Strategies sold 7,000 Truist Financial shares in Q2 2023, an estimated $239K.
  • Levin Capital Strategies first reported a position in Truist Financial in Q1 2023 and held it in 1 quarter.
  • Levin Capital Strategies's Truist Financial position peaked at $239K in Q1 2023.
  • 1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Levin Capital Strategies's 13F filing for Q2 2023, filed 31 Jul 2023.