CCP
TRU icon

Carmel Capital Partners’s TransUnion TRU Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-20
Closed -$1.44K – 649
2023
Q3 		$1.44K Hold
20
– – ﹤0.01% 652
2023
Q2 		$1.57K Hold
20
– – ﹤0.01% 380
2023
Q1 		$1.24K Buy
+20
New +$1.31K ﹤0.01% 431

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Carmel Capital Partners's TRU Position: Q4 2023 in Review

Carmel Capital Partners sold out of TransUnion (TRU) in Q4 2023, closing a stake of 20 shares — an estimated $1.44K sold.

Carmel Capital Partners first reported a position in TRU in Q1 2023 and held it in 3 quarters. The position peaked at $1.57K in Q2 2023. 416 funds tracked by Wall St. Rank hold TRU as of Q4 2023.

  • Carmel Capital Partners reported no remaining TransUnion position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 20 TransUnion shares in Q4 2023, an estimated $1.44K.
  • Carmel Capital Partners first reported a position in TransUnion in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's TransUnion position peaked at $1.57K in Q2 2023.
  • 416 funds tracked by Wall St. Rank held TransUnion as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.