Cassady Schiller Wealth Management’s TransUnion TRU Stock Holding History

Cassady Schiller Wealth 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 Q4	$1.02K	Buy	+11	New	+$1.11K	﹤0.01%	781

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Cassady Schiller Wealth Management's TRU Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in TransUnion (TRU) in Q4 2024: 11 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings.

561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

Cassady Schiller Wealth Management held 11 shares of TransUnion worth $1.02K as of Q4 2024.
TransUnion was a new Cassady Schiller Wealth Management position in Q4 2024.
TransUnion made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #781 holding.
561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.