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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 Change in
Stake 		Trade Value 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 +$737K 0.64% 28

Other funds holding TRU

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Caldwell Investment Management's TRU Position: Q2 2024 in Review

Caldwell Investment Management sold out of TransUnion (TRU) in Q2 2024, closing a stake of 12,100 shares — an estimated $964K sold.

Caldwell Investment Management first reported a position in TRU in Q4 2023 and held it in 2 quarters. The position peaked at $964K in Q1 2024. 468 funds tracked by Wall St. Rank hold TRU as of Q2 2024.

  • Caldwell Investment Management reported no remaining TransUnion position as of Q2 2024 after selling out during the quarter.
  • Caldwell Investment Management sold 12,100 TransUnion shares in Q2 2024, an estimated $964K.
  • Caldwell Investment Management first reported a position in TransUnion in Q4 2023 and held it in 2 quarters.
  • Caldwell Investment Management's TransUnion position peaked at $964K in Q1 2024.
  • 468 funds tracked by Wall St. Rank held TransUnion as of Q2 2024.

Based on Caldwell Investment Management's 13F filing for Q2 2024, filed 22 Jul 2024.