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Bellwether Advisors’s TransUnion TRU Stock Holding History

Bellwether Advisors’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
Q2 		– Sell
-22
Closed -$2K – 573
2022
Q1 		$2K Hold
22
– – ﹤0.01% 478
2021
Q4 		$2K Hold
22
– – ﹤0.01% 517
2021
Q3 		$2K Buy
+22
New +$2.59K ﹤0.01% 488

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bellwether Advisors's TRU Position: Q2 2022 in Review

Bellwether Advisors sold out of TransUnion (TRU) in Q2 2022, closing a stake of 22 shares — an estimated $2K sold.

Bellwether Advisors first reported a position in TRU in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 429 funds tracked by Wall St. Rank hold TRU as of Q2 2022.

  • Bellwether Advisors reported no remaining TransUnion position as of Q2 2022 after selling out during the quarter.
  • Bellwether Advisors sold 22 TransUnion shares in Q2 2022, an estimated $2K.
  • Bellwether Advisors first reported a position in TransUnion in Q3 2021 and held it in 3 quarters.
  • Bellwether Advisors's TransUnion position peaked at $2K in Q1 2022.
  • 429 funds tracked by Wall St. Rank held TransUnion as of Q2 2022.

Based on Bellwether Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.