Berman Capital Advisors’s TransUnion TRU Stock Holding History

Berman Capital 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
2021 Q3	$70K	Buy	627 +159	+34%	+$18.7K	0.01%	555
2021 Q2	$51K	Buy	468 +212	+83%	+$22.1K	0.01%	567
2021 Q1	$23K	Buy	256 +197	+334%	+$17.8K	﹤0.01%	737
2020 Q4	$5K	Hold	59	–	–	﹤0.01%	1177
2020 Q3	$4K	Hold	59	–	–	﹤0.01%	1143
2020 Q2	$5K	Buy	59 +9	+18%	+$718	﹤0.01%	999
2020 Q1	$3K	Sell	50 -22	-31%	-$1.9K	﹤0.01%	1073
2019 Q4	$6K	Hold	72	–	–	﹤0.01%	938
2019 Q3	$5K	Buy	72 +35	+95%	+$2.81K	﹤0.01%	962
2019 Q2	$2K	Hold	37	–	–	﹤0.01%	1236
2019 Q1	$2K	Buy	+37	New	+$2.29K	﹤0.01%	1130

Other funds holding TRU

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Berman Capital Advisors's TRU Position: Q3 2021 in Review

Berman Capital Advisors increased its TransUnion (TRU) stake by 34% in Q3 2021, buying an estimated $18.7K and bringing the position to 627 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #555.

Berman Capital Advisors first reported a position in TRU in Q1 2019 and has held it in 11 quarters since. 450 funds tracked by Wall St. Rank hold TRU as of Q3 2021.

Berman Capital Advisors held 627 shares of TransUnion worth $70K as of Q3 2021.
Berman Capital Advisors bought 159 TransUnion shares in Q3 2021, an estimated $18.7K.
TransUnion made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #555 holding.
Berman Capital Advisors first reported a position in TransUnion in Q1 2019 and has held it in 11 quarters since.
450 funds tracked by Wall St. Rank held TransUnion as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.