TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2019
Top Holdings2,486 positions
CARNIVAL CORP | 39.2M | $2B | 4.0% | $49.41 | +0.07% | 2 qtrssince 2019-Q3 | Increased 94 |
ISHARES TR | 4.2M | $1.4B | 2.8% | $292.69 | +0.04% | 2 qtrssince 2019-Q3 | Increased 88 |
COCA COLA CO | 20.4M | $1.1B | 2.3% | $45.12 | +0.10% | 2 qtrssince 2019-Q3 | Increased 88 |
STATE STR SPDR S&P 500 ETF T | 3.1M | $1B | 2.0% | $288.95 | +1.28% | 2 qtrssince 2019-Q3 | Increased 88 |
MICROSOFT CORP | 5.8M | $909.6M | 1.8% | $145.75 | +2.09% | 2 qtrssince 2019-Q3 | Increased 81 |
APPLE INC | 2.4M | $714.1M | 1.5% | $67.74 | +4.31% | 2 qtrssince 2019-Q3 | Increased 80 |
ISHARES TR | 20M | $518.6M | 1.1% | $22.05 | 0.00% | 1 qtr | New 72 |
JOHNSON & JOHNSON | 3.3M | $479.3M | 1.0% | $119.57 | +1.41% | 2 qtrssince 2019-Q3 | Increased 71 |
ISHARES TR | 2.7M | $471.9M | 1.0% | $41.29 | +2.17% | 2 qtrssince 2019-Q3 | Increased 71 |
ISHARES TR | 7M | $456M | 0.9% | $53.91 | +0.34% | 2 qtrssince 2019-Q3 | Increased 71 |
HOME DEPOT INC | 2.1M | $449.3M | 0.9% | $185.78 | -0.49% | 2 qtrssince 2019-Q3 | Increased 71 |
ISHARES TR | 6.3M | $435.4M | 0.9% | $55.96 | +3.25% | 2 qtrssince 2019-Q3 | Increased 71 |
MERCK & CO INC | 4.6M | $419.1M | 0.9% | $70.18 | +0.19% | 2 qtrssince 2019-Q3 | Increased 71 |
VERIZON COMMUNICATIONS INC | 6.7M | $412.4M | 0.8% | $40.74 | +0.35% | 2 qtrssince 2019-Q3 | Increased 71 |
JPMORGAN CHASE & CO | 2.7M | $379.6M | 0.8% | $114.31 | +1.40% | 2 qtrssince 2019-Q3 | Increased 71 |
ALPHABET INC | 274,851 | $367.5M | 0.7% | $65.61 | +0.93% | 2 qtrssince 2019-Q3 | Increased 71 |
ISHARES TR | 3.8M | $361M | 0.7% | $83.69 | +0.65% | 2 qtrssince 2019-Q3 | Increased 71 |
CISCO SYS INC | 7.4M | $355M | 0.7% | $39.41 | -0.33% | 2 qtrssince 2019-Q3 | Increased 71 |
PEPSICO INC | 2.6M | $352.3M | 0.7% | $110.39 | +0.06% | 2 qtrssince 2019-Q3 | Increased 71 |
ISHARES INC | 6.5M | $349.8M | 0.7% | $44.54 | +2.00% | 2 qtrssince 2019-Q3 | Increased 71 |
TRUIST FINANCIAL CORP manages $49.2B across 2486 positions as of Q4 2019. Top holdings: CCL (4.0%), IVV (2.8%), KO (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 1688 new positions, 9 exits, 737 increased. Top move: CCL (INCREASED, conviction 94). Portfolio: $49.2B across 2486 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR