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Summit Global Investments’s Truist Financial TFC Stock Holding History

Summit Global Investments’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
2018
Q4 		– Sell
-18,948
Closed -$920K – 304
2018
Q3 		$920K Sell
18,948
-10
-0.1% -$513 0.12% 125
2018
Q2 		$956K Buy
18,958
+7,460
+65% +$396K 0.14% 106
2018
Q1 		$598K Buy
11,498
+1,742
+18% +$93.8K 0.1% 146
2017
Q4 		$485K Buy
+9,756
New +$471K 0.08% 245

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's TFC Position: Q4 2018 in Review

Summit Global Investments sold out of Truist Financial (TFC) in Q4 2018, closing a stake of 18,948 shares — an estimated $920K sold.

Summit Global Investments first reported a position in TFC in Q4 2017 and held it in 4 quarters. The position peaked at $956K in Q2 2018. 1,064 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

  • Summit Global Investments reported no remaining Truist Financial position as of Q4 2018 after selling out during the quarter.
  • Summit Global Investments sold 18,948 Truist Financial shares in Q4 2018, an estimated $920K.
  • Summit Global Investments first reported a position in Truist Financial in Q4 2017 and held it in 4 quarters.
  • Summit Global Investments's Truist Financial position peaked at $956K in Q2 2018.
  • 1,064 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Summit Global Investments's 13F filing for Q4 2018, filed 8 Feb 2019.