Richard Pzena’s Truist Financial TFC Stock Holding History

Richard Pzena’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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Richard Pzena's TFC Position: Q1 2017 in Review

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

Richard Pzena 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.

Richard Pzena reported no remaining Truist Financial position as of Q1 2017 after selling out during the quarter.
Richard Pzena sold 31,428 Truist Financial shares in Q1 2017, an estimated $1.48M.
Richard Pzena first reported a position in Truist Financial in Q2 2016 and held it in 3 quarters.
Richard Pzena'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.