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Capital Directions Investment Advisors’s TransUnion TRU Stock Holding History

Capital Directions Investment 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
Q1 		– Sell
-381
Closed -$38K – 339
2020
Q4 		$38K Hold
381
– – 0.01% 125
2020
Q3 		$32K Hold
381
– – 0.01% 126
2020
Q2 		$33K Hold
381
– – 0.01% 127
2020
Q1 		$25K Hold
381
– – 0.01% 147
2019
Q4 		$33K Hold
381
– – 0.01% 156
2019
Q3 		$31K Buy
+381
New +$30.6K 0.01% 157

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Capital Directions Investment Advisors's TRU Position: Q1 2021 in Review

Capital Directions Investment Advisors sold out of TransUnion (TRU) in Q1 2021, closing a stake of 381 shares — an estimated $38K sold.

Capital Directions Investment Advisors first reported a position in TRU in Q3 2019 and held it in 6 quarters. The position peaked at $38K in Q4 2020. 436 funds tracked by Wall St. Rank hold TRU as of Q1 2021.

  • Capital Directions Investment Advisors reported no remaining TransUnion position as of Q1 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 381 TransUnion shares in Q1 2021, an estimated $38K.
  • Capital Directions Investment Advisors first reported a position in TransUnion in Q3 2019 and held it in 6 quarters.
  • Capital Directions Investment Advisors's TransUnion position peaked at $38K in Q4 2020.
  • 436 funds tracked by Wall St. Rank held TransUnion as of Q1 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2021, filed 17 May 2021.