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Liberty Mutual Group Asset Management’s Truist Financial TFC Stock Holding History

Liberty Mutual Group 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
2018
Q4 		– Sell
-31,168
Closed -$1.51M – 706
2018
Q3 		$1.51M Hold
31,168
– – 0.03% 217
2018
Q2 		$1.57M Sell
31,168
-1,039
-3% -$55.2K 0.04% 196
2018
Q1 		$1.68M Hold
32,207
– – 0.05% 188
2017
Q4 		$1.6M Sell
32,207
-650
-2% -$31.4K 0.05% 242
2017
Q3 		$1.54M Sell
32,857
-19,964
-38% -$918K 0.08% 251
2017
Q2 		$2.4M Buy
52,821
+10,631
+25% +$462K 0.1% 229
2017
Q1 		$1.89M Sell
42,190
-14,256
-25% -$666K 0.07% 351
2016
Q4 		$2.65M Buy
56,446
+3,347
+6% +$142K 0.09% 244
2016
Q3 		$2M Buy
53,099
+882
+2% +$32.9K 0.07% 332
2016
Q2 		$1.86M Buy
52,217
+3,710
+8% +$130K 0.07% 338
2016
Q1 		$1.61M Buy
48,507
+2,728
+6% +$90.6K 0.07% 356
2015
Q4 		$1.73M Sell
45,779
-8,512
-16% -$320K 0.07% 427
2015
Q3 		$1.93M Buy
54,291
+1,983
+4% +$76.5K 0.07% 351
2015
Q2 		$2.11M Sell
52,308
-18,139
-26% -$718K 0.07% 354
2015
Q1 		$2.75M Buy
70,447
+49
+0.1% +$1.85K 0.08% 284
2014
Q4 		$2.74M Buy
70,398
+6,803
+11% +$256K 0.09% 275
2014
Q3 		$2.37M Sell
63,595
-1,364
-2% -$51.5K 0.08% 327
2014
Q2 		$2.56M Buy
64,959
+782
+1% +$30K 0.08% 299
2014
Q1 		$2.58M Buy
64,177
+7,818
+14% +$299K 0.08% 266
2013
Q4 		$2.1M Buy
56,359
+13,858
+33% +$479K 0.07% 305
2013
Q3 		$1.43M Sell
42,501
-146,023
-77% -$5.1M 0.05% 423
2013
Q2 		$6.39M Buy
+188,524
New +$6.01M 0.25% 71

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Mutual Group Asset Management's TFC Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Truist Financial (TFC) in Q4 2018, closing a stake of 31,168 shares — an estimated $1.51M sold.

Liberty Mutual Group Asset Management first reported a position in TFC in Q2 2013 and held it in 22 quarters. The position peaked at $6.39M in Q2 2013. 1,064 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Truist Financial position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 31,168 Truist Financial shares in Q4 2018, an estimated $1.51M.
  • Liberty Mutual Group Asset Management first reported a position in Truist Financial in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Truist Financial position peaked at $6.39M in Q2 2013.
  • 1,064 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.