CC
TRU icon

Caldera Capital’s TransUnion TRU Stock Holding History

Caldera Capital’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
2020
Q1 		$238K Buy
+3,590
New +$310K 1.31% 13
2019
Q3 		– Sell
-64,527
Closed -$4.74M – 18
2019
Q2 		$4.74M Buy
+64,527
New +$4.41M 2.72% 10
2017
Q3 		– Sell
-228,819
Closed -$9.91M – 23
2017
Q2 		$9.91M Sell
228,819
-54,580
-19% -$2.26M 9.24% 5
2017
Q1 		$10.9M Buy
283,399
+124,291
+78% +$4.37M 8.55% 5
2016
Q4 		$4.92M Buy
+159,108
New +$5M 8.08% 7

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Caldera Capital's TRU Position: Q1 2020 in Review

Caldera Capital opened a new position in TransUnion (TRU) in Q1 2020: 3,590 shares worth $238K. The stake represents 1.31% of the portfolio and ranks #13 among its holdings. This is a return to the name: Caldera Capital previously reported a position in TRU as recently as Q2 2019.

Caldera Capital first reported a position in TRU in Q4 2016 and has held it in 5 quarters since. The position peaked at $10.9M in Q1 2017. 426 funds tracked by Wall St. Rank hold TRU as of Q1 2020.

  • Caldera Capital held 3,590 shares of TransUnion worth $238K as of Q1 2020.
  • TransUnion was a new Caldera Capital position in Q1 2020.
  • TransUnion made up 1.31% of Caldera Capital's portfolio in Q1 2020, its #13 holding.
  • Caldera Capital first reported a position in TransUnion in Q4 2016 and has held it in 5 quarters since.
  • Caldera Capital's TransUnion position peaked at $10.9M in Q1 2017.
  • 426 funds tracked by Wall St. Rank held TransUnion as of Q1 2020.

Based on Caldera Capital's 13F filing for Q1 2020, filed 14 May 2020.