Continuum Advisory’s TransUnion TRU Stock Holding History

Continuum Advisory’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
2022 Q4	–	Sell	-7,137	Closed	-$425K	–	434
2022 Q3	$425K	Sell	7,137 -1,434	-17%	-$110K	0.08%	266
2022 Q2	$686K	Sell	8,571 -13	-0.2%	-$1.12K	0.12%	203
2022 Q1	$751K	Buy	8,584 +4,035	+89%	+$409K	0.14%	181
2021 Q4	$539K	Sell	4,549 -340	-7%	-$39K	0.12%	176
2021 Q3	$549K	Buy	4,889 +494	+11%	+$58.1K	0.15%	151
2021 Q2	$483K	Buy	+4,395	New	+$458K	0.15%	151

Other funds holding TRU

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Continuum Advisory's TRU Position: Q4 2022 in Review

Continuum Advisory sold out of TransUnion (TRU) in Q4 2022, closing a stake of 7,137 shares — an estimated $425K sold.

Continuum Advisory first reported a position in TRU in Q2 2021 and held it in 6 quarters. The position peaked at $751K in Q1 2022. 398 funds tracked by Wall St. Rank hold TRU as of Q4 2022.

Continuum Advisory reported no remaining TransUnion position as of Q4 2022 after selling out during the quarter.
Continuum Advisory sold 7,137 TransUnion shares in Q4 2022, an estimated $425K.
Continuum Advisory first reported a position in TransUnion in Q2 2021 and held it in 6 quarters.
Continuum Advisory's TransUnion position peaked at $751K in Q1 2022.
398 funds tracked by Wall St. Rank held TransUnion as of Q4 2022.

Based on Continuum Advisory's 13F filing for Q4 2022, filed 10 Feb 2023.