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Algert Global’s TransUnion TRU Stock Holding History

Algert Global’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
2025
Q1 		– Sell
-4,817
Closed -$447K – 1327
2024
Q4 		$447K Sell
4,817
-1,400
-23% -$142K 0.01% 932
2024
Q3 		$651K Buy
6,217
+3,217
+107% +$290K 0.02% 849
2024
Q2 		$222K Buy
+3,000
New +$224K 0.01% 1245
2023
Q1 		– Sell
-6,029
Closed -$342K – 1309
2022
Q4 		$342K Buy
+6,029
New +$353K 0.02% 906
2019
Q4 		– Sell
-9,307
Closed -$755K – 438
2019
Q3 		$755K Buy
+9,307
New +$748K 0.28% 116

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Algert Global's TRU Position: Q1 2025 in Review

Algert Global sold out of TransUnion (TRU) in Q1 2025, closing a stake of 4,817 shares — an estimated $447K sold.

Algert Global first reported a position in TRU in Q3 2019 and held it in 5 quarters. The position peaked at $755K in Q3 2019. 547 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

  • Algert Global reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
  • Algert Global sold 4,817 TransUnion shares in Q1 2025, an estimated $447K.
  • Algert Global first reported a position in TransUnion in Q3 2019 and held it in 5 quarters.
  • Algert Global's TransUnion position peaked at $755K in Q3 2019.
  • 547 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.