Truist Financial
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Truist Financial’s Saratoga Investment SAR Stock Holding History

Truist Financial’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-65,249
Closed -$1.65M – 2801
2021
Q1 		$1.65M Buy
65,249
+2,019
+3% +$46.7K ﹤0.01% 1330
2020
Q4 		$1.32M Buy
63,230
+14,500
+30% +$291K ﹤0.01% 1349
2020
Q3 		$818K Sell
48,730
-500
-1% -$8.52K ﹤0.01% 1460
2020
Q2 		$778K Buy
+49,230
New +$726K ﹤0.01% 1403
2020
Q1 		– Sell
-16,763
Closed -$418K – 2558
2019
Q4 		$418K Buy
+16,763
New +$421K ﹤0.01% 1973

Other funds holding SAR

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial's SAR Position: Q2 2021 in Review

Truist Financial sold out of Saratoga Investment (SAR) in Q2 2021, closing a stake of 65,249 shares — an estimated $1.65M sold.

Truist Financial first reported a position in SAR in Q4 2019 and held it in 5 quarters. The position peaked at $1.65M in Q1 2021. 47 funds tracked by Wall St. Rank hold SAR as of Q2 2021.

  • Truist Financial reported no remaining Saratoga Investment position as of Q2 2021 after selling out during the quarter.
  • Truist Financial sold 65,249 Saratoga Investment shares in Q2 2021, an estimated $1.65M.
  • Truist Financial first reported a position in Saratoga Investment in Q4 2019 and held it in 5 quarters.
  • Truist Financial's Saratoga Investment position peaked at $1.65M in Q1 2021.
  • 47 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2021.

Based on Truist Financial's 13F filing for Q2 2021, filed 16 Aug 2021.