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Winton Capital Management’s Truist Financial TFC Stock Holding History

Winton 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
2014
Q1 		$13.1M Sell
326,055
-89,003
-21% -$3.41M 0.09% 311
2013
Q4 		$15.5M Buy
415,058
+347,122
+511% +$12M 0.14% 258
2013
Q3 		$2.29M Sell
67,936
-115,600
-63% -$4.04M 0.03% 413
2013
Q2 		$6.22M Buy
+183,536
New +$5.85M 0.08% 311

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Winton Capital Management's TFC Position: Q1 2014 in Review

Winton Capital Management reduced its Truist Financial (TFC) stake by 21% in Q1 2014, selling an estimated $3.41M and leaving 326,055 shares worth $13.1M. The position accounts for 0.09% of the portfolio, ranked #311.

Winton Capital Management first reported a position in TFC in Q2 2013 and has held it in 4 quarters since. The position peaked at $15.5M in Q4 2013. 683 funds tracked by Wall St. Rank hold TFC as of Q1 2014.

  • Winton Capital Management held 326,055 shares of Truist Financial worth $13.1M as of Q1 2014.
  • Winton Capital Management sold 89,003 Truist Financial shares in Q1 2014, an estimated $3.41M.
  • Truist Financial made up 0.09% of Winton Capital Management's portfolio in Q1 2014, its #311 holding.
  • Winton Capital Management first reported a position in Truist Financial in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Truist Financial position peaked at $15.5M in Q4 2013.
  • 683 funds tracked by Wall St. Rank held Truist Financial as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.