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Martin Currie’s Truist Financial TFC Stock Holding History

Martin Currie’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
-154,844
Closed -$8.78M – 76
2019
Q4 		$8.78M Sell
154,844
-112,039
-42% -$6.07M 0.49% 40
2019
Q3 		$14.2M Buy
266,883
+90,985
+52% +$4.51M 0.91% 37
2019
Q2 		$8.64M Buy
175,898
+33
+0% +$1.62K 0.62% 35
2019
Q1 		$8.18M Sell
175,865
-30,345
-15% -$1.48M 0.57% 42
2018
Q4 		$8.93M Buy
206,210
+4,824
+2% +$232K 0.72% 36
2018
Q3 		$9.78M Buy
201,386
+17
+0% +$872 0.68% 40
2018
Q2 		$10.2M Buy
201,369
+261
+0.1% +$13.9K 0.71% 39
2018
Q1 		$10.5M Buy
201,108
+1,310
+0.7% +$70.6K 0.73% 36
2017
Q4 		$9.93M Buy
199,798
+51,098
+34% +$2.47M 0.7% 38
2017
Q3 		$6.98M Buy
148,700
+3,900
+3% +$179K 0.54% 52
2017
Q2 		$6.58M Buy
+144,800
New +$6.29M 0.53% 57

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Martin Currie's TFC Position: Q1 2020 in Review

Martin Currie sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 154,844 shares — an estimated $8.78M sold.

Martin Currie first reported a position in TFC in Q2 2017 and held it in 11 quarters. The position peaked at $14.2M in Q3 2019. 1,152 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Martin Currie reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Martin Currie sold 154,844 Truist Financial shares in Q1 2020, an estimated $8.78M.
  • Martin Currie first reported a position in Truist Financial in Q2 2017 and held it in 11 quarters.
  • Martin Currie's Truist Financial position peaked at $14.2M in Q3 2019.
  • 1,152 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Martin Currie's 13F filing for Q1 2020, filed 15 May 2020.