Olstein Capital Management’s Truist Financial TFC Stock Holding History

Olstein 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 Q1	–	Sell	-63,000	Closed	-$3.55M	–	111
2019 Q4	$3.55M	Sell	63,000 -12,000	-16%	-$650K	0.55%	86
2019 Q3	$4M	Hold	75,000	–	–	0.63%	85
2019 Q2	$3.69M	Hold	75,000	–	–	0.6%	83
2019 Q1	$3.49M	Buy	75,000 +9,000	+14%	+$439K	0.58%	83
2018 Q4	$2.86M	Buy	66,000 +2,000	+3%	+$96K	0.47%	90
2018 Q3	$3.11M	Hold	64,000	–	–	0.42%	99
2018 Q2	$3.23M	Sell	64,000 -4,000	-6%	-$213K	0.43%	96
2018 Q1	$3.54M	Sell	68,000 -37,000	-35%	-$1.99M	0.45%	94
2017 Q4	$5.22M	Sell	105,000 -6,000	-5%	-$290K	0.66%	66
2017 Q3	$5.21M	Hold	111,000	–	–	0.67%	73
2017 Q2	$5.04M	Buy	111,000 +15,000	+16%	+$651K	0.64%	78
2017 Q1	$4.29M	Sell	96,000 -15,000	-14%	-$701K	0.55%	82
2016 Q4	$5.22M	Sell	111,000 -71,000	-39%	-$3.02M	0.67%	69
2016 Q3	$6.87M	Sell	182,000 -54,000	-23%	-$2.01M	0.9%	51
2016 Q2	$8.4M	Buy	236,000 +8,000	+4%	+$280K	1.14%	35
2016 Q1	$7.59M	Buy	228,000 +15,000	+7%	+$498K	1.01%	47
2015 Q4	$8.05M	Hold	213,000	–	–	1.04%	45
2015 Q3	$7.58M	Sell	213,000 -3,000	-1%	-$116K	0.94%	50
2015 Q2	$8.71M	Hold	216,000	–	–	0.9%	48
2015 Q1	$8.42M	Buy	216,000 +5,000	+2%	+$188K	0.91%	47
2014 Q4	$8.21M	Hold	211,000	–	–	1%	39
2014 Q3	$7.85M	Hold	211,000	–	–	1.02%	39
2014 Q2	$8.32M	Hold	211,000	–	–	1.12%	28
2014 Q1	$8.48M	Hold	211,000	–	–	1.16%	25
2013 Q4	$7.88M	Hold	211,000	–	–	1.13%	32
2013 Q3	$7.12M	Hold	211,000	–	–	1.09%	30
2013 Q2	$7.15M	Buy	+211,000	New	+$6.73M	1.14%	29

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Olstein Capital Management's TFC Position: Q1 2020 in Review

Olstein Capital Management sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 63,000 shares — an estimated $3.55M sold.

Olstein Capital Management first reported a position in TFC in Q2 2013 and held it in 27 quarters. The position peaked at $8.71M in Q2 2015. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Olstein Capital Management reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
Olstein Capital Management sold 63,000 Truist Financial shares in Q1 2020, an estimated $3.55M.
Olstein Capital Management first reported a position in Truist Financial in Q2 2013 and held it in 27 quarters.
Olstein Capital Management's Truist Financial position peaked at $8.71M in Q2 2015.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Olstein Capital Management's 13F filing for Q1 2020, filed 12 May 2020.