LMF
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LMR Master Fund’s Truist Financial TFC Stock Holding History

LMR Master Fund’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
2013
Q4 		$3.21M Buy
86,007
+78,381
+1,028% +$2.71M 0.33% 101
2013
Q3 		$257K Buy
+7,626
New +$266K 0.05% 252

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LMR Master Fund's TFC Position: Q4 2013 in Review

LMR Master Fund increased its Truist Financial (TFC) stake by 1,028% in Q4 2013, buying an estimated $2.71M and bringing the position to 86,007 shares worth $3.21M. The position accounts for 0.33% of the portfolio, ranked #101.

LMR Master Fund first reported a position in TFC in Q3 2013 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold TFC as of Q4 2013.

  • LMR Master Fund held 86,007 shares of Truist Financial worth $3.21M as of Q4 2013.
  • LMR Master Fund bought 78,381 Truist Financial shares in Q4 2013, an estimated $2.71M.
  • Truist Financial made up 0.33% of LMR Master Fund's portfolio in Q4 2013, its #101 holding.
  • LMR Master Fund first reported a position in Truist Financial in Q3 2013 and has held it in 2 quarters since.
  • 670 funds tracked by Wall St. Rank held Truist Financial as of Q4 2013.

Based on LMR Master Fund's 13F filing for Q4 2013, filed 14 Feb 2014.