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Abacus Planning Group’s TransUnion TRU Stock Holding History

Abacus Planning Group’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
2024
Q4 		– Sell
-2,062
Closed -$216K – 231
2024
Q3 		$216K Buy
+2,062
New +$186K 0.04% 198
2021
Q2 		– Sell
-4,172
Closed -$375K – 202
2021
Q1 		$375K Hold
4,172
– – 0.12% 120
2020
Q4 		$414K Sell
4,172
-600
-13% -$54.9K 0.13% 109
2020
Q3 		$401K Hold
4,772
– – 0.15% 98
2020
Q2 		$415K Sell
4,772
-74
-2% -$5.91K 0.17% 93
2020
Q1 		$321K Sell
4,846
-74
-2% -$6.39K 0.16% 103
2019
Q4 		$421K Hold
4,920
– – 0.19% 94
2019
Q3 		$399K Buy
+4,920
New +$396K 0.2% 97

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Abacus Planning Group's TRU Position: Q4 2024 in Review

Abacus Planning Group sold out of TransUnion (TRU) in Q4 2024, closing a stake of 2,062 shares — an estimated $216K sold.

Abacus Planning Group first reported a position in TRU in Q3 2019 and held it in 8 quarters. The position peaked at $421K in Q4 2019. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

  • Abacus Planning Group reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
  • Abacus Planning Group sold 2,062 TransUnion shares in Q4 2024, an estimated $216K.
  • Abacus Planning Group first reported a position in TransUnion in Q3 2019 and held it in 8 quarters.
  • Abacus Planning Group's TransUnion position peaked at $421K in Q4 2019.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Abacus Planning Group's 13F filing for Q4 2024, filed 3 Feb 2025.