Archon Partners’s TransUnion TRU Stock Holding History

Archon Partners’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 Q1	–	Sell	-11,600	Closed	-$797K	–	46
2023 Q4	$797K	Sell	11,600 -500	-4%	-$30.4K	0.11%	39
2023 Q3	$869K	Hold	12,100	–	–	0.14%	39
2023 Q2	$948K	Hold	12,100	–	–	0.14%	41
2023 Q1	$752K	Buy	12,100 +500	+4%	+$32.7K	0.13%	41
2022 Q4	$658K	Sell	11,600 -85,000	-88%	-$4.98M	0.12%	40
2022 Q3	$5.75M	Sell	96,600 -20,400	-17%	-$1.57M	1.09%	31
2022 Q2	$9.36M	Hold	117,000	–	–	1.64%	27
2022 Q1	$12.1M	Hold	117,000	–	–	1.6%	26
2021 Q4	$13.9M	Hold	117,000	–	–	1.69%	28
2021 Q3	$13.1M	Hold	117,000	–	–	1.65%	30
2021 Q2	$12.8M	Hold	117,000	–	–	1.61%	28
2021 Q1	$10.5M	Hold	117,000	–	–	1.47%	31
2020 Q4	$11.6M	Hold	117,000	–	–	1.56%	30
2020 Q3	$9.84M	Hold	117,000	–	–	1.55%	29
2020 Q2	$10.2M	Buy	117,000 +20,500	+21%	+$1.64M	1.85%	24
2020 Q1	$6.39M	Buy	96,500 +16,000	+20%	+$1.38M	1.38%	32
2019 Q4	$6.89M	Hold	80,500	–	–	1.17%	33
2019 Q3	$6.53M	Hold	80,500	–	–	1.27%	32
2019 Q2	$5.92M	Hold	80,500	–	–	1.17%	34
2019 Q1	$5.38M	Buy	80,500 +400	+0.5%	+$24.8K	1.13%	35
2018 Q4	$4.55M	Hold	80,100	–	–	1.13%	34
2018 Q3	$5.89M	Hold	80,100	–	–	1.2%	35
2018 Q2	$5.74M	Hold	80,100	–	–	1.24%	38
2018 Q1	$4.55M	Buy	80,100 +6,600	+9%	+$381K	0.99%	40
2017 Q4	$4.04M	Hold	73,500	–	–	0.88%	40
2017 Q3	$3.47M	Buy	+73,500	New	+$3.36M	0.81%	38

Other funds holding TRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Archon Partners's TRU Position: Q1 2024 in Review

Archon Partners sold out of TransUnion (TRU) in Q1 2024, closing a stake of 11,600 shares — an estimated $797K sold.

Archon Partners first reported a position in TRU in Q3 2017 and held it in 26 quarters. The position peaked at $13.9M in Q4 2021. 433 funds tracked by Wall St. Rank hold TRU as of Q1 2024.

Archon Partners reported no remaining TransUnion position as of Q1 2024 after selling out during the quarter.
Archon Partners sold 11,600 TransUnion shares in Q1 2024, an estimated $797K.
Archon Partners first reported a position in TransUnion in Q3 2017 and held it in 26 quarters.
Archon Partners's TransUnion position peaked at $13.9M in Q4 2021.
433 funds tracked by Wall St. Rank held TransUnion as of Q1 2024.

Based on Archon Partners's 13F filing for Q1 2024, filed 15 May 2024.