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Avitas Wealth Management’s TransUnion TRU Stock Holding History

Avitas Wealth Management’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
2021
Q1 		– Sell
-29,662
Closed -$2.94M – 228
2020
Q4 		$2.94M Buy
+29,662
New +$2.72M 0.6% 58

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 $315B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Avitas Wealth Management's TRU Position: Q1 2021 in Review

Avitas Wealth Management sold out of TransUnion (TRU) in Q1 2021, closing a stake of 29,662 shares — an estimated $2.94M sold.

Avitas Wealth Management first reported a position in TRU in Q4 2020 and held it in 1 quarter. The position peaked at $2.94M in Q4 2020. 436 funds tracked by Wall St. Rank hold TRU as of Q1 2021.

  • Avitas Wealth Management reported no remaining TransUnion position as of Q1 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 29,662 TransUnion shares in Q1 2021, an estimated $2.94M.
  • Avitas Wealth Management first reported a position in TransUnion in Q4 2020 and held it in 1 quarter.
  • Avitas Wealth Management's TransUnion position peaked at $2.94M in Q4 2020.
  • 436 funds tracked by Wall St. Rank held TransUnion as of Q1 2021.

Based on Avitas Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.