Little House Capital’s Truist Financial TFC Stock Holding History

Little House Capital’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
2020 Q1	–	Sell	-9,119	Closed	-$513K	–	103
2019 Q4	$513K	Buy	9,119 +605	+7%	+$32.8K	0.44%	65
2019 Q3	$454K	Sell	8,514 -3,350	-28%	-$166K	0.34%	81
2019 Q2	$604	Sell	11,864 -36	-0.3%	-$1.76K	0.4%	70
2019 Q1	$553K	Buy	11,900 +1,647	+16%	+$80.3K	0.41%	74
2018 Q4	$444K	Buy	+10,253	New	+$492K	0.43%	74

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Little House Capital's TFC Position: Q1 2020 in Review

Little House Capital sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 9,119 shares — an estimated $513K sold.

Little House Capital first reported a position in TFC in Q4 2018 and held it in 5 quarters. The position peaked at $553K in Q1 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Little House Capital reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
Little House Capital sold 9,119 Truist Financial shares in Q1 2020, an estimated $513K.
Little House Capital first reported a position in Truist Financial in Q4 2018 and held it in 5 quarters.
Little House Capital's Truist Financial position peaked at $553K in Q1 2019.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Little House Capital's 13F filing for Q1 2020, filed 15 May 2020.