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Concourse Financial Group Securities’s TransUnion TRU Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-4,021
Closed -$386K – 1893
2024
Q4 		$386K Sell
4,021
-256
-6% -$25.9K 0.02% 538
2024
Q3 		$448K Buy
4,277
+4,268
+47,422% +$385K 0.03% 485
2024
Q2 		$667 Sell
9
-17
-65% -$1.27K ﹤0.01% 2171
2024
Q1 		$2.07K Hold
26
– – ﹤0.01% 2042
2023
Q4 		$1.79K Hold
26
– – ﹤0.01% 2034
2023
Q3 		$1.87K Buy
26
+4
+18% +$314 ﹤0.01% 2011
2023
Q2 		$1.72K Sell
22
-12
-35% -$830 ﹤0.01% 2042
2023
Q1 		$2.11K Sell
34
-178
-84% -$11.6K ﹤0.01% 2050
2022
Q4 		$12K Sell
212
-11,266
-98% -$660K ﹤0.01% 1597
2022
Q3 		$683K Sell
11,478
-1,343
-10% -$103K 0.06% 292
2022
Q2 		$1.03M Buy
12,821
+71
+0.6% +$6.11K 0.09% 235
2022
Q1 		$1.32M Buy
12,750
+490
+4% +$49.7K 0.1% 211
2021
Q4 		$1.45M Buy
12,260
+1,532
+14% +$176K 0.08% 238
2021
Q3 		$1.21M Buy
10,728
+1,068
+11% +$126K 0.07% 269
2021
Q2 		$1.06M Buy
9,660
+857
+10% +$89.4K 0.07% 284
2021
Q1 		$792K Buy
8,803
+2,466
+39% +$222K 0.06% 320
2020
Q4 		$629K Buy
6,337
+2,994
+90% +$274K 0.05% 341
2020
Q3 		$281K Buy
3,343
+3,263
+4,079% +$282K 0.02% 459
2020
Q2 		$7K Buy
80
+34
+74% +$2.71K ﹤0.01% 1607
2020
Q1 		$3K Buy
+46
New +$3.97K ﹤0.01% 1824
2019
Q2 		– Sell
-100
Closed -$6.84K – 2390
2019
Q1 		$6K Hold
100
– – ﹤0.01% 1696
2018
Q4 		$5K Buy
+100
New +$6.39K ﹤0.01% 1684

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concourse Financial Group Securities's TRU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of TransUnion (TRU) in Q1 2025, closing a stake of 4,021 shares — an estimated $386K sold.

Concourse Financial Group Securities first reported a position in TRU in Q4 2018 and held it in 22 quarters. The position peaked at $1.45M in Q4 2021. 548 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 4,021 TransUnion shares in Q1 2025, an estimated $386K.
  • Concourse Financial Group Securities first reported a position in TransUnion in Q4 2018 and held it in 22 quarters.
  • Concourse Financial Group Securities's TransUnion position peaked at $1.45M in Q4 2021.
  • 548 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.