Shelter Mutual Insurance’s Truist Financial TFC Stock Holding History

Shelter Mutual Insurance’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 Q4	–	Sell	-90,380	Closed	-$3.44M	–	51
2020 Q3	$3.44M	Hold	90,380	–	–	1.18%	31
2020 Q2	$3.39M	Sell	90,380 -13,970	-13%	-$503K	1.27%	32
2020 Q1	$3.22M	Hold	104,350	–	–	1.35%	31
2019 Q4	$5.88M	Hold	104,350	–	–	2%	24
2019 Q3	$5.57M	Hold	104,350	–	–	1.63%	25
2019 Q2	$5.13M	Sell	104,350 -9,950	-9%	-$487K	1.46%	28
2019 Q1	$5.32M	Hold	114,300	–	–	1.57%	31
2018 Q4	$4.95M	Hold	114,300	–	–	1.59%	30
2018 Q3	$5.55M	Hold	114,300	–	–	1.55%	33
2018 Q2	$5.77M	Sell	114,300 -12,700	-10%	-$675K	1.71%	30
2018 Q1	$6.61M	Buy	127,000 +50,000	+65%	+$2.69M	1.97%	27
2017 Q4	$3.83M	Hold	77,000	–	–	1.14%	38
2017 Q3	$3.62M	Sell	77,000 -7,200	-9%	-$331K	1.13%	39
2017 Q2	$3.82M	Buy	84,200 +49,900	+145%	+$2.17M	1.17%	37
2017 Q1	$1.53M	Buy	+34,300	New	+$1.6M	0.47%	39

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Shelter Mutual Insurance's TFC Position: Q4 2020 in Review

Shelter Mutual Insurance sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 90,380 shares — an estimated $3.44M sold.

Shelter Mutual Insurance first reported a position in TFC in Q1 2017 and held it in 15 quarters. The position peaked at $6.61M in Q1 2018. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

Shelter Mutual Insurance reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
Shelter Mutual Insurance sold 90,380 Truist Financial shares in Q4 2020, an estimated $3.44M.
Shelter Mutual Insurance first reported a position in Truist Financial in Q1 2017 and held it in 15 quarters.
Shelter Mutual Insurance's Truist Financial position peaked at $6.61M in Q1 2018.
1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Shelter Mutual Insurance's 13F filing for Q4 2020, filed 10 Feb 2021.