Concord Wealth Partners’s TransUnion TRU Stock Holding History

Concord Wealth 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 Q1	–	Sell	-2,311	Closed	-$159K	–	903
2023 Q4	$159K	Buy	2,311 +159	+7%	+$9.68K	0.03%	227
2023 Q3	$154K	Buy	2,152 +2,129	+9,257%	+$167K	0.03%	222
2023 Q2	$1.8K	Buy	23 +14	+156%	+$969	﹤0.01%	884
2023 Q1	$559	Sell	9 -14	-61%	-$916	﹤0.01%	933
2022 Q4	$1.3K	Buy	+23	New	+$1.35K	﹤0.01%	1017
2022 Q3	–	Sell	-23	Closed	-$2K	–	1065
2022 Q2	$2K	Buy	23 +14	+156%	+$1.21K	﹤0.01%	1074
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	1254
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	1266
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	870
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	1012
2021 Q1	$1K	Buy	+9	New	+$812	﹤0.01%	963

Other funds holding TRU

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

IFP

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

FCM

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

Concord Wealth Partners's TRU Position: Q1 2024 in Review

Concord Wealth Partners sold out of TransUnion (TRU) in Q1 2024, closing a stake of 2,311 shares — an estimated $159K sold.

Concord Wealth Partners first reported a position in TRU in Q1 2021 and held it in 11 quarters. The position peaked at $159K in Q4 2023. 433 funds tracked by Wall St. Rank hold TRU as of Q1 2024.

Concord Wealth Partners reported no remaining TransUnion position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 2,311 TransUnion shares in Q1 2024, an estimated $159K.
Concord Wealth Partners first reported a position in TransUnion in Q1 2021 and held it in 11 quarters.
Concord Wealth Partners's TransUnion position peaked at $159K in Q4 2023.
433 funds tracked by Wall St. Rank held TransUnion as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.