2Xideas
TRU icon

2Xideas’s TransUnion TRU Stock Holding History

2Xideas’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
2023
Q2 		– Sell
-187,081
Closed -$11.6M – 60
2023
Q1 		$11.6M Buy
187,081
+11,124
+6% +$728K 1.12% 36
2022
Q4 		$10M Buy
175,957
+45,144
+35% +$2.65M 1.06% 44
2022
Q3 		$7.78M Buy
130,813
+1,003
+0.8% +$77.1K 0.82% 60
2022
Q2 		$10.4M Sell
129,810
-5,054
-4% -$435K 0.95% 42
2022
Q1 		$13.9M Buy
134,864
+4,530
+3% +$460K 0.98% 31
2021
Q4 		$15.5M Buy
130,334
+29,230
+29% +$3.35M 0.93% 44
2021
Q3 		$11.4M Sell
101,104
-1,059
-1% -$124K 0.86% 39
2021
Q2 		$11.2M Buy
102,163
+13,351
+15% +$1.39M 1% 19
2021
Q1 		$7.99M Buy
88,812
+16,006
+22% +$1.44M 0.88% 53
2020
Q4 		$7.22M Buy
+72,806
New +$6.67M 0.9% 39

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlueSpruce Investments
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $39B AUM 34.13% 1-Year Est. Return

2Xideas's TRU Position: Q2 2023 in Review

2Xideas sold out of TransUnion (TRU) in Q2 2023, closing a stake of 187,081 shares — an estimated $11.6M sold.

2Xideas first reported a position in TRU in Q4 2020 and held it in 10 quarters. The position peaked at $15.5M in Q4 2021. 420 funds tracked by Wall St. Rank hold TRU as of Q2 2023.

  • 2Xideas reported no remaining TransUnion position as of Q2 2023 after selling out during the quarter.
  • 2Xideas sold 187,081 TransUnion shares in Q2 2023, an estimated $11.6M.
  • 2Xideas first reported a position in TransUnion in Q4 2020 and held it in 10 quarters.
  • 2Xideas's TransUnion position peaked at $15.5M in Q4 2021.
  • 420 funds tracked by Wall St. Rank held TransUnion as of Q2 2023.

Based on 2Xideas's 13F filing for Q2 2023, filed 10 Aug 2023.