Lombard Odier Asset Management (Europe)’s Truist Financial TFC Stock Holding History

Lombard Odier Asset Management (Europe)’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 Q2	–	Sell	-5,046	Closed	-$294K	–	232
2021 Q1	$294K	Sell	5,046 -8,626	-63%	-$473K	0.02%	184
2020 Q4	$718K	Buy	13,672 +5,046	+58%	+$228K	0.04%	157
2020 Q3	$476K	Buy	+8,626	New	+$325K	0.03%	188
2020 Q2	–	Sell	-8,626	Closed	-$476K	–	268
2020 Q1	$476K	Hold	8,626	–	–	0.04%	167
2019 Q4	$476K	Hold	8,626	–	–	0.03%	212
2019 Q3	$460K	Hold	8,626	–	–	0.04%	204
2019 Q2	$424K	Hold	8,626	–	–	0.04%	216
2019 Q1	$401K	Hold	8,626	–	–	0.04%	207
2018 Q4	$374K	Hold	8,626	–	–	0.03%	214
2018 Q3	$419K	Buy	8,626 +875	+11%	+$44.9K	0.03%	229
2018 Q2	$391K	Sell	7,751 -834	-10%	-$44.3K	0.03%	231
2018 Q1	$447K	Sell	8,585 -1,082	-11%	-$58.3K	0.03%	208
2017 Q4	$481K	Sell	9,667 -577	-6%	-$27.9K	0.03%	213
2017 Q3	$481K	Hold	10,244	–	–	0.03%	236
2017 Q2	$465K	Hold	10,244	–	–	0.03%	229
2017 Q1	$458K	Sell	10,244 -2,994	-23%	-$140K	0.03%	205
2016 Q4	$622K	Hold	13,238	–	–	0.23%	121
2016 Q3	$499K	Hold	13,238	–	–	0.17%	157
2016 Q2	$471K	Buy	+13,238	New	+$463K	0.02%	197
2015 Q1	–	Sell	-9,800	Closed	-$383K	–	162
2014 Q4	$383K	Buy	+9,800	New	+$369K	0.08%	127

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s TFC Position: Q2 2021 in Review

Lombard Odier Asset Management (Europe) sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 5,046 shares — an estimated $294K sold.

Lombard Odier Asset Management (Europe) first reported a position in TFC in Q4 2014 and held it in 20 quarters. The position peaked at $718K in Q4 2020. 1,352 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

Lombard Odier Asset Management (Europe) reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
Lombard Odier Asset Management (Europe) sold 5,046 Truist Financial shares in Q2 2021, an estimated $294K.
Lombard Odier Asset Management (Europe) first reported a position in Truist Financial in Q4 2014 and held it in 20 quarters.
Lombard Odier Asset Management (Europe)'s Truist Financial position peaked at $718K in Q4 2020.
1,352 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q2 2021, filed 13 Aug 2021.