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Caldwell Investment Management’s TransUnion TRU Stock Holding History

Caldwell Investment Management’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,100
Closed -$964K – 38
2024
Q1 		$964K Hold
12,100
– – 0.72% 29
2023
Q4 		$833K Buy
+12,100
New +$833K 0.64% 28