1776 Wealth’s TransUnion TRU Stock Holding History

1776 Wealth’s Portfolio TRU Stock Details TRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-122	Closed	-$10K	–	372
2020 Q1	$10K	Hold	122	–	–	﹤0.01%	313
2019 Q4	$10K	Buy	+122	New	+$10.2K	0.01%	281

Other funds holding TRU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

1776 Wealth's TRU Position: Q2 2020 in Review

1776 Wealth sold out of TransUnion (TRU) in Q2 2020, closing a stake of 122 shares — an estimated $10K sold.

1776 Wealth first reported a position in TRU in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2020. 444 funds tracked by Wall St. Rank hold TRU as of Q2 2020.

1776 Wealth reported no remaining TransUnion position as of Q2 2020 after selling out during the quarter.
1776 Wealth sold 122 TransUnion shares in Q2 2020, an estimated $10K.
1776 Wealth first reported a position in TransUnion in Q4 2019 and held it in 2 quarters.
1776 Wealth's TransUnion position peaked at $10K in Q1 2020.
444 funds tracked by Wall St. Rank held TransUnion as of Q2 2020.

Based on 1776 Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.