Truist Financial
UFI icon

Truist Financial’s UNIFI UFI Stock Holding History

Truist Financial’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,250
Closed -$131K – 2637
2020
Q3 		$131K Hold
10,250
– – ﹤0.01% 2329
2020
Q2 		$132K Buy
10,250
+250
+3% +$2.96K ﹤0.01% 2262
2020
Q1 		$116K Sell
10,000
-14
-0.1% -$287 ﹤0.01% 2233
2019
Q4 		$253K Buy
+10,014
New +$242K ﹤0.01% 2247
2015
Q2 		– Sell
-5,916
Closed -$214K – 851
2015
Q1 		$214K Buy
+5,916
New +$193K 0.01% 752
2013
Q3 		– Sell
-11,832
Closed -$245K – 765
2013
Q2 		$245K Buy
+11,832
New +$233K 0.01% 650

Other funds holding UFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Truist Financial's UFI Position: Q4 2020 in Review

Truist Financial sold out of UNIFI (UFI) in Q4 2020, closing a stake of 10,250 shares — an estimated $131K sold.

Truist Financial first reported a position in UFI in Q2 2013 and held it in 6 quarters. The position peaked at $253K in Q4 2019. 110 funds tracked by Wall St. Rank hold UFI as of Q4 2020.

  • Truist Financial reported no remaining UNIFI position as of Q4 2020 after selling out during the quarter.
  • Truist Financial sold 10,250 UNIFI shares in Q4 2020, an estimated $131K.
  • Truist Financial first reported a position in UNIFI in Q2 2013 and held it in 6 quarters.
  • Truist Financial's UNIFI position peaked at $253K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held UNIFI as of Q4 2020.

Based on Truist Financial's 13F filing for Q4 2020, filed 18 Feb 2021.