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Capital Performance Advisors’s TransUnion TRU Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1,220
Closed -$128K – 2488
2024
Q3 		$128K Buy
+1,220
New +$110K 0.04% 159

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Capital Performance Advisors's TRU Position: Q4 2024 in Review

Capital Performance Advisors sold out of TransUnion (TRU) in Q4 2024, closing a stake of 1,220 shares — an estimated $128K sold.

Capital Performance Advisors first reported a position in TRU in Q3 2024 and held it in 1 quarter. The position peaked at $128K in Q3 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

  • Capital Performance Advisors reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,220 TransUnion shares in Q4 2024, an estimated $128K.
  • Capital Performance Advisors first reported a position in TransUnion in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's TransUnion position peaked at $128K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.