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Sustainable Insight Capital Management’s Regions Financial RF Stock Holding History

Sustainable Insight Capital Management’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-138,500
Closed -$3.23M – 89
2024
Q3 		$3.23M Buy
138,500
+16,000
+13% +$350K 1.46% 27
2024
Q2 		$2.45M Sell
122,500
-15,100
-11% -$293K 1.23% 26
2024
Q1 		$2.9M Buy
+137,600
New +$2.6M 2.09% 16

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Sustainable Insight Capital Management's RF Position: Q4 2024 in Review

Sustainable Insight Capital Management sold out of Regions Financial (RF) in Q4 2024, closing a stake of 138,500 shares — an estimated $3.23M sold.

Sustainable Insight Capital Management first reported a position in RF in Q1 2024 and held it in 3 quarters. The position peaked at $3.23M in Q3 2024. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • Sustainable Insight Capital Management reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 138,500 Regions Financial shares in Q4 2024, an estimated $3.23M.
  • Sustainable Insight Capital Management first reported a position in Regions Financial in Q1 2024 and held it in 3 quarters.
  • Sustainable Insight Capital Management's Regions Financial position peaked at $3.23M in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Sustainable Insight Capital Management's 13F filing for Q4 2024, filed 21 Jan 2025.