Lourd Capital’s SunTrust Banks, Inc. STI Stock Holding History

Lourd Capital’s Portfolio STI Stock Details STI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-9,909	Closed	-$500K	–	304
2018 Q4	$500K	Sell	9,909 -119	-1%	-$7.13K	0.04%	118
2018 Q3	$670K	Hold	10,028	–	–	0.04%	99
2018 Q2	$662K	Sell	10,028 -22	-0.2%	-$1.5K	0.09%	66
2018 Q1	$684K	Buy	10,050 +5	+0%	+$347	0.09%	74
2017 Q4	$649K	Buy	+10,045	New	+$613K	0.04%	122

Other funds holding STI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lourd Capital's STI Position: Q1 2019 in Review

Lourd Capital sold out of SunTrust Banks, Inc. (STI) in Q1 2019, closing a stake of 9,909 shares — an estimated $500K sold.

Lourd Capital first reported a position in STI in Q4 2017 and held it in 5 quarters. The position peaked at $684K in Q1 2018. 849 funds tracked by Wall St. Rank hold STI as of Q1 2019.

Lourd Capital reported no remaining SunTrust Banks, Inc. position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 9,909 SunTrust Banks, Inc. shares in Q1 2019, an estimated $500K.
Lourd Capital first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 5 quarters.
Lourd Capital's SunTrust Banks, Inc. position peaked at $684K in Q1 2018.
849 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.