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Barrett & Company’s TransUnion TRU Stock Holding History

Barrett & Company’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
-50
Closed -$3.44K – 633
2023
Q4 		$3.44K Hold
50
– – ﹤0.01% 500
2023
Q3 		$3.59K Hold
50
– – ﹤0.01% 507
2023
Q2 		$3.92K Hold
50
– – ﹤0.01% 490
2023
Q1 		$3.11K Hold
50
– – ﹤0.01% 480
2022
Q4 		$2.84K Hold
50
– – ﹤0.01% 491
2022
Q3 		$2.84K Buy
+50
New +$3.85K ﹤0.01% 491

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Barrett & Company's TRU Position: Q1 2024 in Review

Barrett & Company sold out of TransUnion (TRU) in Q1 2024, closing a stake of 50 shares — an estimated $3.44K sold.

Barrett & Company first reported a position in TRU in Q3 2022 and held it in 6 quarters. The position peaked at $3.92K in Q2 2023. 432 funds tracked by Wall St. Rank hold TRU as of Q1 2024.

  • Barrett & Company reported no remaining TransUnion position as of Q1 2024 after selling out during the quarter.
  • Barrett & Company sold 50 TransUnion shares in Q1 2024, an estimated $3.44K.
  • Barrett & Company first reported a position in TransUnion in Q3 2022 and held it in 6 quarters.
  • Barrett & Company's TransUnion position peaked at $3.92K in Q2 2023.
  • 432 funds tracked by Wall St. Rank held TransUnion as of Q1 2024.

Based on Barrett & Company's 13F filing for Q1 2024, filed 17 Apr 2024.