Baldwin Wealth Partners’s TransUnion TRU Stock Holding History

Baldwin Wealth 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 Q4	–	Sell	-2,910	Closed	-$305K	–	949
2024 Q3	$305K	Buy	+2,910	New	+$262K	0.02%	267

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FCM

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Baldwin Wealth Partners's TRU Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of TransUnion (TRU) in Q4 2024, closing a stake of 2,910 shares — an estimated $305K sold.

Baldwin Wealth Partners first reported a position in TRU in Q3 2024 and held it in 1 quarter. The position peaked at $305K in Q3 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

Baldwin Wealth Partners reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 2,910 TransUnion shares in Q4 2024, an estimated $305K.
Baldwin Wealth Partners first reported a position in TransUnion in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's TransUnion position peaked at $305K in Q3 2024.
561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.