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Biltmore Family Office’s TransUnion TRU Stock Holding History

Biltmore Family Office’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
-4,009
Closed -$249K – 268
2023
Q1 		$249K Hold
4,009
– – 0.05% 199
2022
Q4 		$228K Buy
+4,009
New +$235K 0.05% 199

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

Biltmore Family Office's TRU Position: Q2 2023 in Review

Biltmore Family Office sold out of TransUnion (TRU) in Q2 2023, closing a stake of 4,009 shares — an estimated $249K sold.

Biltmore Family Office first reported a position in TRU in Q4 2022 and held it in 2 quarters. The position peaked at $249K in Q1 2023. 420 funds tracked by Wall St. Rank hold TRU as of Q2 2023.

  • Biltmore Family Office reported no remaining TransUnion position as of Q2 2023 after selling out during the quarter.
  • Biltmore Family Office sold 4,009 TransUnion shares in Q2 2023, an estimated $249K.
  • Biltmore Family Office first reported a position in TransUnion in Q4 2022 and held it in 2 quarters.
  • Biltmore Family Office's TransUnion position peaked at $249K in Q1 2023.
  • 420 funds tracked by Wall St. Rank held TransUnion as of Q2 2023.

Based on Biltmore Family Office's 13F filing for Q2 2023, filed 7 Aug 2023.