Sand Hill Global Advisors’s Truist Financial TFC Stock Holding History

Sand Hill Global Advisors’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	-13,007	Closed	-$733K	–	138
2019 Q4	$733K	Buy	13,007 +83	+0.6%	+$4.49K	0.07%	88
2019 Q3	$690K	Buy	+12,924	New	+$640K	0.06%	82

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

Sand Hill Global Advisors's TFC Position: Q1 2020 in Review

Sand Hill Global Advisors sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 13,007 shares — an estimated $733K sold.

Sand Hill Global Advisors first reported a position in TFC in Q3 2019 and held it in 2 quarters. The position peaked at $733K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Sand Hill Global Advisors reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
Sand Hill Global Advisors sold 13,007 Truist Financial shares in Q1 2020, an estimated $733K.
Sand Hill Global Advisors first reported a position in Truist Financial in Q3 2019 and held it in 2 quarters.
Sand Hill Global Advisors's Truist Financial position peaked at $733K in Q4 2019.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Sand Hill Global Advisors's 13F filing for Q1 2020, filed 14 May 2020.