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Baystate Wealth Management’s TransUnion TRU Stock Holding History

Baystate 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
2022
Q1 		– Sell
-28
Closed -$3K – 937
2021
Q4 		$3K Hold
28
– – ﹤0.01% 728
2021
Q3 		$3K Buy
+28
New +$3.29K ﹤0.01% 660

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baystate Wealth Management's TRU Position: Q1 2022 in Review

Baystate Wealth Management sold out of TransUnion (TRU) in Q1 2022, closing a stake of 28 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in TRU in Q3 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 458 funds tracked by Wall St. Rank hold TRU as of Q1 2022.

  • Baystate Wealth Management reported no remaining TransUnion position as of Q1 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 28 TransUnion shares in Q1 2022, an estimated $3K.
  • Baystate Wealth Management first reported a position in TransUnion in Q3 2021 and held it in 2 quarters.
  • Baystate Wealth Management's TransUnion position peaked at $3K in Q4 2021.
  • 458 funds tracked by Wall St. Rank held TransUnion as of Q1 2022.

Based on Baystate Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.