CWM
TRU icon

CIBC World Markets’s TransUnion TRU Stock Holding History

CIBC World Markets’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
2025
Q4 		$580K Buy
+6,759
New +$555K ﹤0.01% 808
2025
Q2 		$715K Sell
8,126
-742
-8% -$61.9K ﹤0.01% 733
2025
Q1 		$736K Buy
8,868
+75
+0.9% +$6.85K 0.01% 817
2024
Q4 		$815K Sell
8,793
-2,523
-22% -$256K ﹤0.01% 636
2024
Q3 		$1.18M Buy
11,316
+843
+8% +$76K 0.01% 594
2024
Q2 		$777K Buy
10,473
+2,543
+32% +$190K 0.01% 617
2024
Q1 		$633K Buy
7,930
+2,545
+47% +$187K ﹤0.01% 692
2023
Q4 		$370K Buy
+5,385
New +$328K ﹤0.01% 682
2019
Q2 		– Sell
-292,100
Closed -$19.5M – 744
2019
Q1 		$19.5M Buy
+292,100
New +$18.1M 0.2% 137

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return