Zebra Capital Management’s Truist Financial TFC Stock Holding History

Zebra 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
2020 Q1	–	Sell	-5,269	Closed	-$297K	–	279
2019 Q4	$297K	Sell	5,269 -946	-15%	-$51.2K	0.26%	162
2019 Q3	$332K	Sell	6,215 -16,107	-72%	-$798K	0.36%	109
2019 Q2	$1.1M	Buy	22,322 +2,511	+13%	+$123K	0.57%	28
2019 Q1	$922K	Buy	19,811 +1,131	+6%	+$55.2K	0.49%	41
2018 Q4	$809K	Buy	18,680 +2,566	+16%	+$123K	0.5%	38
2018 Q3	$782K	Buy	+16,114	New	+$827K	0.36%	66

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zebra Capital Management's TFC Position: Q1 2020 in Review

Zebra Capital Management sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 5,269 shares — an estimated $297K sold.

Zebra Capital Management first reported a position in TFC in Q3 2018 and held it in 6 quarters. The position peaked at $1.1M in Q2 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Zebra Capital Management reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
Zebra Capital Management sold 5,269 Truist Financial shares in Q1 2020, an estimated $297K.
Zebra Capital Management first reported a position in Truist Financial in Q3 2018 and held it in 6 quarters.
Zebra Capital Management's Truist Financial position peaked at $1.1M in Q2 2019.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Zebra Capital Management's 13F filing for Q1 2020, filed 15 May 2020.