Miramar Capital’s Truist Financial TFC Stock Holding History

Miramar Capital’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
2019 Q4	–	Sell	-51,443	Closed	-$2.75M	–	58
2019 Q3	$2.75M	Buy	51,443 +920	+2%	+$45.6K	1.86%	25
2019 Q2	$2.59M	Sell	50,523 -33,167	-40%	-$1.62M	1.83%	25
2019 Q1	$3.89M	Sell	83,690 -2,907	-3%	-$142K	2.98%	14
2018 Q4	$4.4M	Buy	+86,597	New	+$4.16M	3.45%	10

Other funds holding TFC

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Miramar Capital's TFC Position: Q4 2019 in Review

Miramar Capital sold out of Truist Financial (TFC) in Q4 2019, closing a stake of 51,443 shares — an estimated $2.75M sold.

Miramar Capital first reported a position in TFC in Q4 2018 and held it in 4 quarters. The position peaked at $4.4M in Q4 2018. 1,350 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

Miramar Capital reported no remaining Truist Financial position as of Q4 2019 after selling out during the quarter.
Miramar Capital sold 51,443 Truist Financial shares in Q4 2019, an estimated $2.75M.
Miramar Capital first reported a position in Truist Financial in Q4 2018 and held it in 4 quarters.
Miramar Capital's Truist Financial position peaked at $4.4M in Q4 2018.
1,350 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on Miramar Capital's 13F filing for Q4 2019, filed 5 Feb 2020.