&Partners’s TFS Financial TFSL Stock Holding History

&Partners’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-32,500	Closed	-$496K	–	159
2020 Q1	$496K	Buy	32,500 +4,000	+14%	+$78.4K	0.77%	38
2019 Q4	$561K	Hold	28,500	–	–	0.67%	50
2019 Q3	$514K	Buy	28,500 +1,000	+4%	+$17.9K	0.67%	50
2019 Q2	$497K	Buy	27,500 +2,500	+10%	+$42.7K	0.69%	49
2019 Q1	$412K	Hold	25,000	–	–	0.59%	54
2018 Q4	$403K	Buy	+25,000	New	+$383K	0.68%	48

Other funds holding TFSL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

&Partners's TFSL Position: Q2 2020 in Review

&Partners sold out of TFS Financial (TFSL) in Q2 2020, closing a stake of 32,500 shares — an estimated $496K sold.

&Partners first reported a position in TFSL in Q4 2018 and held it in 6 quarters. The position peaked at $561K in Q4 2019. 127 funds tracked by Wall St. Rank hold TFSL as of Q2 2020.

&Partners reported no remaining TFS Financial position as of Q2 2020 after selling out during the quarter.
&Partners sold 32,500 TFS Financial shares in Q2 2020, an estimated $496K.
&Partners first reported a position in TFS Financial in Q4 2018 and held it in 6 quarters.
&Partners's TFS Financial position peaked at $561K in Q4 2019.
127 funds tracked by Wall St. Rank held TFS Financial as of Q2 2020.

Based on &Partners's 13F filing for Q2 2020, filed 7 Jul 2020.