Zurich Insurance Group’s Truist Financial TFC Stock Holding History

Zurich Insurance Group’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
2019 Q4	–	Sell	-122,990	Closed	-$6.56M	–	459
2019 Q3	$6.56M	Sell	122,990 -92,313	-43%	-$4.57M	0.12%	193
2019 Q2	$10.6M	Buy	+215,303	New	+$10.5M	0.21%	138
2019 Q1	–	Sell	-32,000	Closed	-$1.39M	–	479
2018 Q4	$1.39M	Hold	32,000	–	–	0.03%	269
2018 Q3	$1.55M	Hold	32,000	–	–	0.03%	316
2018 Q2	$1.61M	Hold	32,000	–	–	0.04%	346
2018 Q1	$1.67M	Sell	32,000 -118,765	-79%	-$6.4M	0.04%	389
2017 Q4	$7.5M	Buy	150,765 +14,584	+11%	+$704K	0.18%	134
2017 Q3	$6.39M	Sell	136,181 -4,789	-3%	-$220K	0.17%	141
2017 Q2	$6.4M	Sell	140,970 -2,981	-2%	-$129K	0.18%	133
2017 Q1	$6.43M	Sell	143,951 -15,901	-10%	-$743K	0.19%	130
2016 Q4	$7.52M	Sell	159,852 -22,517	-12%	-$958K	0.24%	97
2016 Q3	$6.88M	Buy	182,369 +73,656	+68%	+$2.74M	0.23%	115
2016 Q2	$3.87M	Buy	108,713 +17,092	+19%	+$597K	0.14%	186
2016 Q1	$3.05M	Sell	91,621 -37,403	-29%	-$1.24M	0.11%	220
2015 Q4	$4.88M	Buy	129,024 +85,610	+197%	+$3.22M	0.17%	158
2015 Q3	$1.55M	Buy	+43,414	New	+$1.68M	0.06%	177

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zurich Insurance Group's TFC Position: Q4 2019 in Review

Zurich Insurance Group sold out of Truist Financial (TFC) in Q4 2019, closing a stake of 122,990 shares — an estimated $6.56M sold.

Zurich Insurance Group first reported a position in TFC in Q3 2015 and held it in 16 quarters. The position peaked at $10.6M in Q2 2019. 1,350 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

Zurich Insurance Group reported no remaining Truist Financial position as of Q4 2019 after selling out during the quarter.
Zurich Insurance Group sold 122,990 Truist Financial shares in Q4 2019, an estimated $6.56M.
Zurich Insurance Group first reported a position in Truist Financial in Q3 2015 and held it in 16 quarters.
Zurich Insurance Group's Truist Financial position peaked at $10.6M in Q2 2019.
1,350 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on Zurich Insurance Group's 13F filing for Q4 2019, filed 14 Feb 2020.