Benjamin F. Edwards & Company’s TransUnion TRU Stock Holding History

Benjamin F. Edwards & 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
2022 Q3	–	Sell	-78	Closed	-$6K	–	1913
2022 Q2	$6K	Hold	78	–	–	﹤0.01%	1509
2022 Q1	$8K	Hold	78	–	–	﹤0.01%	1431
2021 Q4	$9K	Buy	+78	New	+$8.94K	﹤0.01%	1413
2021 Q2	–	Sell	-1,432	Closed	-$129K	–	1782
2021 Q1	$129K	Buy	1,432 +181	+14%	+$16.3K	0.01%	778
2020 Q4	$124K	Buy	1,251 +290	+30%	+$26.5K	0.01%	751
2020 Q3	$81K	Buy	961 +607	+171%	+$52.4K	0.01%	795
2020 Q2	$31K	Buy	354 +247	+231%	+$19.7K	﹤0.01%	987
2020 Q1	$7K	Buy	107 +63	+143%	+$5.44K	﹤0.01%	1379
2019 Q4	$4K	Hold	44	–	–	﹤0.01%	1687
2019 Q3	$4K	Hold	44	–	–	﹤0.01%	1653
2019 Q2	$3K	Buy	+44	New	+$3.01K	﹤0.01%	1768

Other funds holding TRU

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

FCM

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

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

Benjamin F. Edwards & Company's TRU Position: Q3 2022 in Review

Benjamin F. Edwards & Company sold out of TransUnion (TRU) in Q3 2022, closing a stake of 78 shares — an estimated $6K sold.

Benjamin F. Edwards & Company first reported a position in TRU in Q2 2019 and held it in 11 quarters. The position peaked at $129K in Q1 2021. 424 funds tracked by Wall St. Rank hold TRU as of Q3 2022.

Benjamin F. Edwards & Company reported no remaining TransUnion position as of Q3 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 78 TransUnion shares in Q3 2022, an estimated $6K.
Benjamin F. Edwards & Company first reported a position in TransUnion in Q2 2019 and held it in 11 quarters.
Benjamin F. Edwards & Company's TransUnion position peaked at $129K in Q1 2021.
424 funds tracked by Wall St. Rank held TransUnion as of Q3 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2022, filed 28 Oct 2022.