Baker Tilly Wealth Management’s TransUnion TRU Stock Holding History

Baker Tilly 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
2023 Q3	–	Sell	-4,754	Closed	-$372K	–	547
2023 Q2	$372K	Buy	4,754 +40	+0.8%	+$2.77K	0.04%	413
2023 Q1	$293K	Sell	4,714 -296	-6%	-$19.4K	0.03%	455
2022 Q4	$284K	Buy	5,010 +1,315	+36%	+$77.1K	0.04%	444
2022 Q3	$220K	Sell	3,695 -701	-16%	-$53.9K	0.03%	460
2022 Q2	$352K	Buy	4,396 +154	+4%	+$13.3K	0.05%	385
2022 Q1	$438K	Buy	4,242 +1,160	+38%	+$118K	0.05%	369
2021 Q4	$365K	Buy	3,082 +499	+19%	+$57.2K	0.04%	405
2021 Q3	$290K	Buy	2,583 +597	+30%	+$70.2K	0.04%	422
2021 Q2	$218K	Buy	+1,986	New	+$207K	0.04%	468

Other funds holding TRU

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

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

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Baker Tilly Wealth Management's TRU Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of TransUnion (TRU) in Q3 2023, closing a stake of 4,754 shares — an estimated $372K sold.

Baker Tilly Wealth Management first reported a position in TRU in Q2 2021 and held it in 9 quarters. The position peaked at $438K in Q1 2022. 424 funds tracked by Wall St. Rank hold TRU as of Q3 2023.

Baker Tilly Wealth Management reported no remaining TransUnion position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 4,754 TransUnion shares in Q3 2023, an estimated $372K.
Baker Tilly Wealth Management first reported a position in TransUnion in Q2 2021 and held it in 9 quarters.
Baker Tilly Wealth Management's TransUnion position peaked at $438K in Q1 2022.
424 funds tracked by Wall St. Rank held TransUnion as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.