Sustainable Insight Capital Management’s Truist Financial TFC Stock Holding History

Sustainable Insight Capital Management’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
2023 Q1	–	Sell	-35,900	Closed	-$1.54M	–	120
2022 Q4	$1.54M	Buy	35,900 +16,600	+86%	+$728K	1.74%	10
2022 Q3	$840K	Sell	19,300 -8,500	-31%	-$409K	0.98%	29
2022 Q2	$1.36M	Sell	27,800 -31,800	-53%	-$1.57M	1.36%	22
2022 Q1	$3.38M	Sell	59,600 -328	-0.5%	-$20.3K	2.4%	14
2021 Q4	$3.51M	Sell	59,928 -1,225	-2%	-$74.8K	1.88%	18
2021 Q3	$3.59M	Buy	+61,153	New	+$3.42M	2.3%	15
2021 Q2	–	Sell	-41,300	Closed	-$2.41M	–	143
2021 Q1	$2.41M	Sell	41,300 -7,702	-16%	-$422K	1.6%	19
2020 Q4	$2.35M	Buy	+49,002	New	+$2.22M	1.6%	20
2020 Q1	$1.94M	Buy	62,802 +18,900	+43%	+$894K	2.7%	16
2019 Q4	$2.47M	Sell	43,902 -17,600	-29%	-$953K	2.55%	30
2019 Q3	$3.28M	Sell	61,502 -1,898	-3%	-$94.1K	3.76%	18
2019 Q2	$3.12M	Buy	+63,400	New	+$3.11M	3.63%	10

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sustainable Insight Capital Management's TFC Position: Q1 2023 in Review

Sustainable Insight Capital Management sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 35,900 shares — an estimated $1.54M sold.

Sustainable Insight Capital Management first reported a position in TFC in Q2 2019 and held it in 12 quarters. The position peaked at $3.59M in Q3 2021. 1,395 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Sustainable Insight Capital Management reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Sustainable Insight Capital Management sold 35,900 Truist Financial shares in Q1 2023, an estimated $1.54M.
Sustainable Insight Capital Management first reported a position in Truist Financial in Q2 2019 and held it in 12 quarters.
Sustainable Insight Capital Management's Truist Financial position peaked at $3.59M in Q3 2021.
1,395 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2023, filed 9 May 2023.