AG
TRU icon

Advisor Group’s TransUnion TRU Stock Holding History

Advisor 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
2019
Q4 		$570K Buy
6,645
+519
+8% +$43.2K ﹤0.01% 1577
2019
Q3 		$497K Sell
6,126
-2,465
-29% -$198K ﹤0.01% 1620
2019
Q2 		$632K Sell
8,591
-1,172
-12% -$80.2K ﹤0.01% 1453
2019
Q1 		$652K Buy
9,763
+2,887
+42% +$179K 0.01% 1408
2018
Q4 		$390K Buy
6,876
+4,934
+254% +$315K ﹤0.01% 1590
2018
Q3 		$143K Buy
1,942
+331
+21% +$24.6K ﹤0.01% 2468
2018
Q2 		$116K Buy
1,611
+96
+6% +$6.4K ﹤0.01% 2411
2018
Q1 		$85K Buy
1,515
+150
+11% +$8.65K ﹤0.01% 2681
2017
Q4 		$74K Sell
1,365
-170
-11% -$9.05K ﹤0.01% 2806
2017
Q3 		$73K Buy
1,535
+280
+22% +$12.8K ﹤0.01% 2662
2017
Q2 		$54K Buy
1,255
+28
+2% +$1.16K ﹤0.01% 2796
2017
Q1 		$46K Buy
1,227
+727
+145% +$25.5K ﹤0.01% 2784
2016
Q4 		$15K Hold
500
– – ﹤0.01% 3413
2016
Q3 		$17K Hold
500
– – ﹤0.01% 3266
2016
Q2 		$16K Buy
+500
New +$15.4K ﹤0.01% 3219

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Advisor Group's TRU Position: Q4 2019 in Review

Advisor Group increased its TransUnion (TRU) stake by 8.5% in Q4 2019, buying an estimated $43.2K and bringing the position to 6,645 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Advisor Group first reported a position in TRU in Q2 2016 and has held it in 15 quarters since. The position peaked at $652K in Q1 2019. 419 funds tracked by Wall St. Rank hold TRU as of Q4 2019.

  • Advisor Group held 6,645 shares of TransUnion worth $570K as of Q4 2019.
  • Advisor Group bought 519 TransUnion shares in Q4 2019, an estimated $43.2K.
  • TransUnion made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1577 holding.
  • Advisor Group first reported a position in TransUnion in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's TransUnion position peaked at $652K in Q1 2019.
  • 419 funds tracked by Wall St. Rank held TransUnion as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.