UF
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Univest Financial’s Truist Financial TFC Stock Holding History

Univest Financial’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
2020
Q1 		– Sell
-86,225
Closed -$4.05M – 134
2019
Q4 		$4.05M Buy
86,225
+72,570
+531% +$3.93M 1.72% 9
2019
Q3 		$729K Sell
13,655
-159
-1% -$7.88K 0.23% 61
2019
Q2 		$679K Sell
13,814
-152
-1% -$7.45K 0.21% 66
2019
Q1 		$650K Buy
13,966
+1,248
+10% +$60.9K 0.21% 66
2018
Q4 		$551K Buy
12,718
+1,276
+11% +$61.3K 0.2% 75
2018
Q3 		$555K Sell
11,442
-1,652
-13% -$84.8K 0.17% 71
2018
Q2 		$660K Sell
13,094
-2,364
-15% -$126K 0.26% 62
2018
Q1 		$804K Sell
15,458
-77,596
-83% -$4.18M 0.35% 54
2017
Q4 		$4.63M Sell
93,054
-82
-0.1% -$3.96K 1.86% 22
2017
Q3 		$4.37M Buy
93,136
+3,075
+3% +$141K 1.85% 21
2017
Q2 		$4.09M Buy
90,061
+727
+0.8% +$31.6K 1.72% 21
2017
Q1 		$3.99M Buy
89,334
+3,109
+4% +$145K 1.75% 17
2016
Q4 		$4.05M Buy
+86,225
New +$3.67M 1.72% 9
2014
Q2 		– Sell
-5,359
Closed -$215K – 83
2014
Q1 		$215K Buy
+5,359
New +$205K 0.11% 75
2013
Q4 		– Sell
-7,356
Closed -$248K – 82
2013
Q3 		$248K Buy
+7,356
New +$257K 0.13% 72

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Univest Financial's TFC Position: Q1 2020 in Review

Univest Financial sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 86,225 shares — an estimated $4.05M sold.

Univest Financial first reported a position in TFC in Q3 2013 and held it in 15 quarters. The position peaked at $4.63M in Q4 2017. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Univest Financial reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Univest Financial sold 86,225 Truist Financial shares in Q1 2020, an estimated $4.05M.
  • Univest Financial first reported a position in Truist Financial in Q3 2013 and held it in 15 quarters.
  • Univest Financial's Truist Financial position peaked at $4.63M in Q4 2017.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Univest Financial's 13F filing for Q1 2020, filed 5 May 2020.