Pzena Investment Management
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Pzena Investment Management’s Truist Financial TFC Stock Holding History

Pzena Investment 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
2017
Q1 		– Sell
-31,428
Closed -$1.48M – 165
2016
Q4 		$1.48M Sell
31,428
-446,324
-93% -$19M 0.01% 143
2016
Q3 		$18M Sell
477,752
-3,262
-0.7% -$122K 0.11% 115
2016
Q2 		$17.1M Buy
+481,014
New +$16.8M 0.11% 120

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pzena Investment Management's TFC Position: Q1 2017 in Review

Pzena Investment Management sold out of Truist Financial (TFC) in Q1 2017, closing a stake of 31,428 shares — an estimated $1.48M sold.

Pzena Investment Management first reported a position in TFC in Q2 2016 and held it in 3 quarters. The position peaked at $18M in Q3 2016. 900 funds tracked by Wall St. Rank hold TFC as of Q1 2017.

  • Pzena Investment Management reported no remaining Truist Financial position as of Q1 2017 after selling out during the quarter.
  • Pzena Investment Management sold 31,428 Truist Financial shares in Q1 2017, an estimated $1.48M.
  • Pzena Investment Management first reported a position in Truist Financial in Q2 2016 and held it in 3 quarters.
  • Pzena Investment Management's Truist Financial position peaked at $18M in Q3 2016.
  • 900 funds tracked by Wall St. Rank held Truist Financial as of Q1 2017.

Based on Pzena Investment Management's 13F filing for Q1 2017, filed 5 May 2017.