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Belpointe Asset Management’s TransUnion TRU Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-71
Closed -$4.41K – 3161
2023
Q1 		$4.41K Buy
71
+15
+27% +$982 ﹤0.01% 3061
2022
Q4 		$3.18K Buy
+56
New +$3.28K ﹤0.01% 3094

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Belpointe Asset Management's TRU Position: Q2 2023 in Review

Belpointe Asset Management sold out of TransUnion (TRU) in Q2 2023, closing a stake of 71 shares — an estimated $4.41K sold.

Belpointe Asset Management first reported a position in TRU in Q4 2022 and held it in 2 quarters. The position peaked at $4.41K in Q1 2023. 420 funds tracked by Wall St. Rank hold TRU as of Q2 2023.

  • Belpointe Asset Management reported no remaining TransUnion position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 71 TransUnion shares in Q2 2023, an estimated $4.41K.
  • Belpointe Asset Management first reported a position in TransUnion in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's TransUnion position peaked at $4.41K in Q1 2023.
  • 420 funds tracked by Wall St. Rank held TransUnion as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.