Sanders Morris Harris’s Truist Financial TFC Stock Holding History

Sanders Morris Harris’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 Q2	–	Sell	-26,269	Closed	-$1.49M	–	207
2020 Q1	$1.49M	Hold	26,269	–	–	1.46%	21
2019 Q4	$1.49M	Buy	+26,269	New	+$1.42M	0.34%	82
2016 Q2	–	Sell	-122,674	Closed	-$4.08M	–	321
2016 Q1	$4.08M	Buy	+122,674	New	+$4.08M	0.7%	26

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Sanders Morris Harris's TFC Position: Q2 2020 in Review

Sanders Morris Harris sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 26,269 shares — an estimated $1.49M sold.

Sanders Morris Harris first reported a position in TFC in Q1 2016 and held it in 3 quarters. The position peaked at $4.08M in Q1 2016. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

Sanders Morris Harris reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
Sanders Morris Harris sold 26,269 Truist Financial shares in Q2 2020, an estimated $1.49M.
Sanders Morris Harris first reported a position in Truist Financial in Q1 2016 and held it in 3 quarters.
Sanders Morris Harris's Truist Financial position peaked at $4.08M in Q1 2016.
1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Sanders Morris Harris's 13F filing for Q2 2020, filed 9 Jul 2020.