Cathie Wood
TRU icon

Cathie Wood’s TransUnion TRU Stock Holding History

Cathie Wood’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
2020
Q4 		– Sell
-84,946
Closed -$7.15M – 246
2020
Q3 		$7.15M Buy
84,946
+60,473
+247% +$5.22M 0.04% 119
2020
Q2 		$2.13M Buy
24,473
+8,350
+52% +$666K 0.02% 115
2020
Q1 		$1.07M Buy
16,123
+2,798
+21% +$242K 0.03% 114
2019
Q4 		$1.14M Sell
13,325
-1,486
-10% -$124K 0.03% 111
2019
Q3 		$1.2M Buy
14,811
+628
+4% +$50.5K 0.03% 120
2019
Q2 		$1.04M Buy
14,183
+1,566
+12% +$107K 0.03% 114
2019
Q1 		$843K Buy
12,617
+10,535
+506% +$652K 0.02% 106
2018
Q4 		$118K Sell
2,082
-374
-15% -$23.9K ﹤0.01% 163
2018
Q3 		$181K Sell
2,456
-981
-29% -$72.9K 0.01% 167
2018
Q2 		$246K Buy
3,437
+36
+1% +$2.4K 0.01% 162
2018
Q1 		$193K Buy
3,401
+1,598
+89% +$92.2K 0.01% 163
2017
Q4 		$99K Buy
+1,803
New +$96K 0.01% 167

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Cathie Wood's TRU Position: Q4 2020 in Review

Cathie Wood sold out of TransUnion (TRU) in Q4 2020, closing a stake of 84,946 shares — an estimated $7.15M sold.

Cathie Wood first reported a position in TRU in Q4 2017 and held it in 12 quarters. The position peaked at $7.15M in Q3 2020. 458 funds tracked by Wall St. Rank hold TRU as of Q4 2020.

  • Cathie Wood reported no remaining TransUnion position as of Q4 2020 after selling out during the quarter.
  • Cathie Wood sold 84,946 TransUnion shares in Q4 2020, an estimated $7.15M.
  • Cathie Wood first reported a position in TransUnion in Q4 2017 and held it in 12 quarters.
  • Cathie Wood's TransUnion position peaked at $7.15M in Q3 2020.
  • 458 funds tracked by Wall St. Rank held TransUnion as of Q4 2020.

Based on ARK Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.