AG
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Aperio Group’s TransUnion TRU Stock Holding History

Aperio 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
2020
Q4 		$4.35M Sell
43,886
-1,528
-3% -$140K 0.01% 882
2020
Q3 		$3.82M Buy
45,414
+2,092
+5% +$181K 0.01% 828
2020
Q2 		$3.77M Buy
43,322
+5,792
+15% +$462K 0.01% 838
2020
Q1 		$2.48M Buy
37,530
+5,106
+16% +$441K 0.01% 933
2019
Q4 		$2.78M Buy
32,424
+4,131
+15% +$344K 0.01% 952
2019
Q3 		$2.29M Buy
28,293
+1,374
+5% +$110K 0.01% 996
2019
Q2 		$1.98M Buy
26,919
+3,600
+15% +$246K 0.01% 1056
2019
Q1 		$1.56M Sell
23,319
-3,180
-12% -$197K 0.01% 1148
2018
Q4 		$1.51M Sell
26,499
-8,019
-23% -$513K 0.01% 1102
2018
Q3 		$2.54M Buy
34,518
+9,492
+38% +$706K 0.01% 939
2018
Q2 		$1.79M Buy
25,026
+6,871
+38% +$458K 0.01% 1080
2018
Q1 		$1.03M Buy
18,155
+1,806
+11% +$104K 0.01% 1297
2017
Q4 		$899K Buy
16,349
+3,352
+26% +$178K ﹤0.01% 1363
2017
Q3 		$614K Buy
12,997
+777
+6% +$35.5K ﹤0.01% 1564
2017
Q2 		$529K Buy
12,220
+321
+3% +$13.3K ﹤0.01% 1625
2017
Q1 		$456K Buy
11,899
+1,081
+10% +$38K ﹤0.01% 1601
2016
Q4 		$335K Sell
10,818
-3,016
-22% -$94.8K ﹤0.01% 1743
2016
Q3 		$477K Sell
13,834
-2,685
-16% -$89.9K ﹤0.01% 1477
2016
Q2 		$552K Sell
16,519
-4,709
-22% -$145K ﹤0.01% 1334
2016
Q1 		$586K Buy
21,228
+10,979
+107% +$278K 0.01% 1286
2015
Q4 		$283K Buy
+10,249
New +$264K ﹤0.01% 1654

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Aperio Group's TRU Position: Q4 2020 in Review

Aperio Group reduced its TransUnion (TRU) stake by 3.4% in Q4 2020, selling an estimated $140K and leaving 43,886 shares worth $4.35M. The position accounts for 0.01% of the portfolio, ranked #882.

Aperio Group first reported a position in TRU in Q4 2015 and has held it in 21 quarters since. 458 funds tracked by Wall St. Rank hold TRU as of Q4 2020.

  • Aperio Group held 43,886 shares of TransUnion worth $4.35M as of Q4 2020.
  • Aperio Group sold 1,528 TransUnion shares in Q4 2020, an estimated $140K.
  • TransUnion made up 0.01% of Aperio Group's portfolio in Q4 2020, its #882 holding.
  • Aperio Group first reported a position in TransUnion in Q4 2015 and has held it in 21 quarters since.
  • 458 funds tracked by Wall St. Rank held TransUnion as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.