AT
TRU icon

American Trust’s TransUnion TRU Stock Holding History

American Trust’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
-2,343
Closed -$217K – 281
2024
Q4 		$217K Buy
2,343
+31
+1% +$3.14K 0.02% 292
2024
Q3 		$242K Buy
+2,312
New +$208K 0.02% 223
2023
Q4 		– Sell
-3,600
Closed -$258K – 317
2023
Q3 		$258K Sell
3,600
-790
-18% -$61.9K 0.02% 232
2023
Q2 		$344K Buy
4,390
+51
+1% +$3.53K 0.02% 274
2023
Q1 		$270K Buy
4,339
+604
+16% +$39.5K 0.02% 337
2022
Q4 		$212K Buy
+3,735
New +$219K 0.02% 396

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

American Trust's TRU Position: Q1 2025 in Review

American Trust sold out of TransUnion (TRU) in Q1 2025, closing a stake of 2,343 shares — an estimated $217K sold.

American Trust first reported a position in TRU in Q4 2022 and held it in 6 quarters. The position peaked at $344K in Q2 2023. 547 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

  • American Trust reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
  • American Trust sold 2,343 TransUnion shares in Q1 2025, an estimated $217K.
  • American Trust first reported a position in TransUnion in Q4 2022 and held it in 6 quarters.
  • American Trust's TransUnion position peaked at $344K in Q2 2023.
  • 547 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on American Trust's 13F filing for Q1 2025, filed 16 May 2025.