Mitchell Capital Management’s Truist Financial TFC Stock Holding History

Mitchell Capital Management’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 Q2	–	Sell	-43,713	Closed	-$1.35M	–	142
2020 Q1	$1.35M	Buy	43,713 +148	+0.3%	+$7K	0.53%	65
2019 Q4	$2.45M	Buy	43,565 +10,175	+30%	+$551K	0.78%	45
2019 Q3	$1.78M	Buy	33,390 +1,750	+6%	+$86.7K	0.6%	62
2019 Q2	$1.55M	Buy	31,640 +6,480	+26%	+$317K	0.52%	67
2019 Q1	$1.17M	Buy	25,160 +7,499	+42%	+$366K	0.41%	68
2018 Q4	$765K	Sell	17,661 -1,786	-9%	-$85.7K	0.32%	71
2018 Q3	$944K	Buy	19,447 +2,388	+14%	+$123K	0.31%	68
2018 Q2	$860K	Buy	17,059 +3,820	+29%	+$203K	0.31%	59
2018 Q1	$689K	Buy	13,239 +6,138	+86%	+$331K	0.25%	59
2017 Q4	$353K	Buy	+7,101	New	+$343K	0.12%	64

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

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

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

Mitchell Capital Management's TFC Position: Q2 2020 in Review

Mitchell Capital Management sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 43,713 shares — an estimated $1.35M sold.

Mitchell Capital Management first reported a position in TFC in Q4 2017 and held it in 10 quarters. The position peaked at $2.45M in Q4 2019. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

Mitchell Capital Management reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
Mitchell Capital Management sold 43,713 Truist Financial shares in Q2 2020, an estimated $1.35M.
Mitchell Capital Management first reported a position in Truist Financial in Q4 2017 and held it in 10 quarters.
Mitchell Capital Management's Truist Financial position peaked at $2.45M in Q4 2019.
1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Mitchell Capital Management's 13F filing for Q2 2020, filed 29 Jul 2020.