Connor, Clark & Lunn Investment Management (CC&L)’s TransUnion TRU Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q4	–	Sell	-35,610	Closed	-$3.73M	–	1644
2024 Q3	$3.73M	Sell	35,610 -3,210	-8%	-$289K	0.02%	511
2024 Q2	$2.88M	Buy	+38,820	New	+$2.9M	0.01%	558
2023 Q2	–	Sell	-7,428	Closed	-$462K	–	1500
2023 Q1	$462K	Sell	7,428 -28,520	-79%	-$1.87M	﹤0.01%	908
2022 Q4	$2.04M	Buy	35,948 +30,173	+522%	+$1.77M	0.01%	537
2022 Q3	$344K	Buy	+5,775	New	+$444K	﹤0.01%	889
2021 Q3	–	Sell	-25,779	Closed	-$2.83M	–	1218
2021 Q2	$2.83M	Buy	25,779 +11,084	+75%	+$1.16M	0.01%	472
2021 Q1	$1.32M	Buy	+14,695	New	+$1.33M	0.01%	644
2020 Q3	–	Sell	-21,270	Closed	-$1.85M	–	1126
2020 Q2	$1.85M	Buy	+21,270	New	+$1.7M	0.01%	471
2017 Q2	–	Sell	-21,075	Closed	-$808K	–	949
2017 Q1	$808K	Sell	21,075 -8,400	-28%	-$295K	0.01%	531
2016 Q4	$912K	Buy	+29,475	New	+$927K	0.01%	504

Other funds holding TRU

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s TRU Position: Q4 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of TransUnion (TRU) in Q4 2024, closing a stake of 35,610 shares — an estimated $3.73M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in TRU in Q4 2016 and held it in 10 quarters. The position peaked at $3.73M in Q3 2024. 562 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 35,610 TransUnion shares in Q4 2024, an estimated $3.73M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in TransUnion in Q4 2016 and held it in 10 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s TransUnion position peaked at $3.73M in Q3 2024.
562 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2024, filed 10 Feb 2025.