CTWM
TRU icon

Cherry Tree Wealth Management’s TransUnion TRU Stock Holding History

Cherry Tree 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
2023
Q3 		– Sell
-2
Closed -$157 – 618
2023
Q2 		$157 Buy
+2
New +$138 ﹤0.01% 599

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cherry Tree Wealth Management's TRU Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of TransUnion (TRU) in Q3 2023, closing a stake of 2 shares — an estimated $157 sold.

Cherry Tree Wealth Management first reported a position in TRU in Q2 2023 and held it in 1 quarter. The position peaked at $157 in Q2 2023. 424 funds tracked by Wall St. Rank hold TRU as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining TransUnion position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 2 TransUnion shares in Q3 2023, an estimated $157.
  • Cherry Tree Wealth Management first reported a position in TransUnion in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's TransUnion position peaked at $157 in Q2 2023.
  • 424 funds tracked by Wall St. Rank held TransUnion as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.