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Castleview Partners’s TransUnion TRU Stock Holding History

Castleview 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
2024
Q3 		– Sell
-32
Closed -$2.37K – 886
2024
Q2 		$2.37K Buy
+32
New +$2.39K ﹤0.01% 720
2023
Q1 		– Sell
-16
Closed -$908 – 715
2022
Q4 		$908 Buy
+16
New +$938 ﹤0.01% 560

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Castleview Partners's TRU Position: Q3 2024 in Review

Castleview Partners sold out of TransUnion (TRU) in Q3 2024, closing a stake of 32 shares — an estimated $2.37K sold.

Castleview Partners first reported a position in TRU in Q4 2022 and held it in 2 quarters. The position peaked at $2.37K in Q2 2024. 516 funds tracked by Wall St. Rank hold TRU as of Q3 2024.

  • Castleview Partners reported no remaining TransUnion position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 32 TransUnion shares in Q3 2024, an estimated $2.37K.
  • Castleview Partners first reported a position in TransUnion in Q4 2022 and held it in 2 quarters.
  • Castleview Partners's TransUnion position peaked at $2.37K in Q2 2024.
  • 516 funds tracked by Wall St. Rank held TransUnion as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.