BerganKDV Wealth Management’s TransUnion TRU Stock Holding History

BerganKDV 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
2023 Q2	$940	Hold	12	–	–	﹤0.01%	761
2023 Q1	$746	Hold	12	–	–	﹤0.01%	937
2022 Q4	$681	Buy	+12	New	+$703	﹤0.01%	921
2022 Q3	–	Sell	-2	Closed	–	–	1068
2022 Q2	$0	Buy	+2	New	+$172	﹤0.01%	1069

Other funds holding TRU

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

BerganKDV Wealth Management's TRU Position: Q2 2023 in Review

BerganKDV Wealth Management held its TransUnion (TRU) position steady in Q2 2023 at 12 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #761.

BerganKDV Wealth Management first reported a position in TRU in Q2 2022 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold TRU as of Q2 2023.

BerganKDV Wealth Management held 12 shares of TransUnion worth $940 as of Q2 2023.
BerganKDV Wealth Management left its TransUnion share count unchanged in Q2 2023.
TransUnion made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #761 holding.
BerganKDV Wealth Management first reported a position in TransUnion in Q2 2022 and has held it in 4 quarters since.
420 funds tracked by Wall St. Rank held TransUnion as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.