Column Capital Advisors’s TransUnion TRU Stock Holding History

Column Capital Advisors’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	$36.9K	Sell	514 -41	-7%	-$3.21K	0.01%	358
2023 Q2	$43.5K	Hold	555	–	–	0.01%	342
2023 Q1	$34.5K	Buy	+555	New	+$36.3K	0.01%	369
2022 Q1	–	Sell	-6	Closed	-$1K	–	816
2021 Q4	$1K	Buy	+6	New	+$688	﹤0.01%	762
2021 Q2	–	Sell	-366	Closed	-$33K	–	737
2021 Q1	$33K	Sell	366 -184	-33%	-$16.6K	0.01%	324
2020 Q4	$55K	Sell	550 -70	-11%	-$6.41K	0.01%	250
2020 Q3	$52K	Sell	620 -647	-51%	-$55.9K	0.02%	239
2020 Q2	$110K	Sell	1,267 -100	-7%	-$7.98K	0.04%	143
2020 Q1	$90K	Sell	1,367 -905	-40%	-$78.2K	0.04%	132
2019 Q4	$194K	Buy	+2,272	New	+$189K	0.1%	90

Other funds holding TRU

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Column Capital Advisors's TRU Position: Q3 2023 in Review

Column Capital Advisors reduced its TransUnion (TRU) stake by 7.4% in Q3 2023, selling an estimated $3.21K and leaving 514 shares worth $36.9K. The position accounts for 0.01% of the portfolio, ranked #358.

Column Capital Advisors first reported a position in TRU in Q4 2019 and has held it in 10 quarters since. The position peaked at $194K in Q4 2019. 425 funds tracked by Wall St. Rank hold TRU as of Q3 2023.

Column Capital Advisors held 514 shares of TransUnion worth $36.9K as of Q3 2023.
Column Capital Advisors sold 41 TransUnion shares in Q3 2023, an estimated $3.21K.
TransUnion made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #358 holding.
Column Capital Advisors first reported a position in TransUnion in Q4 2019 and has held it in 10 quarters since.
Column Capital Advisors's TransUnion position peaked at $194K in Q4 2019.
425 funds tracked by Wall St. Rank held TransUnion as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.