Lord, Abbett & Co
TFC icon

Lord, Abbett & Co’s Truist Financial TFC Stock Holding History

Lord, Abbett & Co’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
2017
Q1 		– Sell
-49,700
Closed -$2.34M – 927
2016
Q4 		$2.34M Sell
49,700
-1,606,249
-97% -$68.3M 0.01% 819
2016
Q3 		$62.5M Buy
1,655,949
+1,800
+0.1% +$67K 0.19% 164
2016
Q2 		$58.9M Buy
1,654,149
+208,200
+14% +$7.28M 0.18% 157
2016
Q1 		$48.1M Sell
1,445,949
-30,300
-2% -$1.01M 0.15% 209
2015
Q4 		$55.8M Sell
1,476,249
-44,500
-3% -$1.67M 0.17% 167
2015
Q3 		$54.1M Sell
1,520,749
-13,500
-0.9% -$521K 0.16% 191
2015
Q2 		$61.8M Sell
1,534,249
-48,500
-3% -$1.92M 0.16% 184
2015
Q1 		$61.7M Buy
1,582,749
+102,000
+7% +$3.84M 0.16% 196
2014
Q4 		$57.6M Sell
1,480,749
-3,404,904
-70% -$128M 0.15% 184
2014
Q3 		$182M Sell
4,885,653
-52,861
-1% -$2M 0.46% 42
2014
Q2 		$195M Sell
4,938,514
-748,140
-13% -$28.7M 0.44% 41
2014
Q1 		$228M Buy
5,686,654
+4,233,705
+291% +$162M 0.52% 24
2013
Q4 		$54.2M Sell
1,452,949
-22,000
-1% -$760K 0.12% 242
2013
Q3 		$49.8M Buy
1,474,949
+946,700
+179% +$33.1M 0.11% 253
2013
Q2 		$17.9M Buy
+528,249
New +$16.9M 0.04% 528

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lord, Abbett & Co's TFC Position: Q1 2017 in Review

Lord, Abbett & Co sold out of Truist Financial (TFC) in Q1 2017, closing a stake of 49,700 shares — an estimated $2.34M sold.

Lord, Abbett & Co first reported a position in TFC in Q2 2013 and held it in 15 quarters. The position peaked at $228M in Q1 2014. 899 funds tracked by Wall St. Rank hold TFC as of Q1 2017.

  • Lord, Abbett & Co reported no remaining Truist Financial position as of Q1 2017 after selling out during the quarter.
  • Lord, Abbett & Co sold 49,700 Truist Financial shares in Q1 2017, an estimated $2.34M.
  • Lord, Abbett & Co first reported a position in Truist Financial in Q2 2013 and held it in 15 quarters.
  • Lord, Abbett & Co's Truist Financial position peaked at $228M in Q1 2014.
  • 899 funds tracked by Wall St. Rank held Truist Financial as of Q1 2017.

Based on Lord, Abbett & Co's 13F filing for Q1 2017, filed 15 May 2017.