Baird Financial Group
TRU icon

Baird Financial Group’s TransUnion TRU Stock Holding History

Baird Financial 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
2022
Q4 		– Sell
-720,979
Closed -$42.9M – 1772
2022
Q3 		$42.9M Sell
720,979
-20,949
-3% -$1.61M 0.13% 187
2022
Q2 		$59.3M Buy
741,928
+10,195
+1% +$878K 0.16% 145
2022
Q1 		$75.6M Buy
731,733
+13,470
+2% +$1.37M 0.19% 127
2021
Q4 		$85.2M Sell
718,263
-26,006
-3% -$2.98M 0.2% 123
2021
Q3 		$83.6M Sell
744,269
-1,270
-0.2% -$149K 0.21% 120
2021
Q2 		$81.9M Buy
745,539
+220,324
+42% +$23M 0.21% 121
2021
Q1 		$47.3M Sell
525,215
-31,174
-6% -$2.81M 0.13% 186
2020
Q4 		$55.2M Sell
556,389
-262,801
-32% -$24.1M 0.17% 164
2020
Q3 		$68.9M Sell
819,190
-30,411
-4% -$2.63M 0.24% 110
2020
Q2 		$73.9M Sell
849,601
-33,329
-4% -$2.66M 0.28% 82
2020
Q1 		$58.4M Sell
882,930
-47,729
-5% -$4.12M 0.27% 92
2019
Q4 		$79.7M Buy
930,659
+179,662
+24% +$15M 0.29% 79
2019
Q3 		$60.9M Buy
750,997
+83,847
+13% +$6.74M 0.24% 109
2019
Q2 		$49M Buy
667,150
+626,506
+1,541% +$42.9M 0.19% 135
2019
Q1 		$2.72M Sell
40,644
-5,308
-12% -$329K 0.02% 585
2018
Q4 		$2.61M Buy
45,952
+41,619
+961% +$2.66M 0.02% 564
2018
Q3 		$318K Sell
4,333
-9
-0.2% -$669 ﹤0.01% 1164
2018
Q2 		$311K Buy
4,342
+315
+8% +$21K ﹤0.01% 1134
2018
Q1 		$229K Buy
4,027
+318
+9% +$18.3K ﹤0.01% 1184
2017
Q4 		$204K Buy
+3,709
New +$197K ﹤0.01% 1214

Other funds holding TRU

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baird Financial Group's TRU Position: Q4 2022 in Review

Baird Financial Group sold out of TransUnion (TRU) in Q4 2022, closing a stake of 720,979 shares — an estimated $42.9M sold.

Baird Financial Group first reported a position in TRU in Q4 2017 and held it in 20 quarters. The position peaked at $85.2M in Q4 2021. 398 funds tracked by Wall St. Rank hold TRU as of Q4 2022.

  • Baird Financial Group reported no remaining TransUnion position as of Q4 2022 after selling out during the quarter.
  • Baird Financial Group sold 720,979 TransUnion shares in Q4 2022, an estimated $42.9M.
  • Baird Financial Group first reported a position in TransUnion in Q4 2017 and held it in 20 quarters.
  • Baird Financial Group's TransUnion position peaked at $85.2M in Q4 2021.
  • 398 funds tracked by Wall St. Rank held TransUnion as of Q4 2022.

Based on Baird Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.