Creative Financial Designs’s TransUnion TRU Stock Holding History

Creative Financial Designs’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 Q2	–	Sell	-5	Closed	-$415	–	2163
2025 Q1	$415	Buy	+5	New	+$457	﹤0.01%	1929
2021 Q4	–	Sell	-257	Closed	-$29K	–	1438
2021 Q3	$29K	Hold	257	–	–	﹤0.01%	767
2021 Q2	$28K	Hold	257	–	–	﹤0.01%	771
2021 Q1	$23K	Hold	257	–	–	﹤0.01%	755
2020 Q4	$25K	Hold	257	–	–	0.01%	672
2020 Q3	$22K	Buy	257 +226	+729%	+$19.5K	0.01%	639
2020 Q2	$3K	Buy	+31	New	+$2.47K	﹤0.01%	986

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

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

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

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

FCM

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Creative Financial Designs's TRU Position: Q2 2025 in Review

Creative Financial Designs sold out of TransUnion (TRU) in Q2 2025, closing a stake of 5 shares — an estimated $415 sold.

Creative Financial Designs first reported a position in TRU in Q2 2020 and held it in 7 quarters. The position peaked at $29K in Q3 2021. 544 funds tracked by Wall St. Rank hold TRU as of Q2 2025.

Creative Financial Designs reported no remaining TransUnion position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 5 TransUnion shares in Q2 2025, an estimated $415.
Creative Financial Designs first reported a position in TransUnion in Q2 2020 and held it in 7 quarters.
Creative Financial Designs's TransUnion position peaked at $29K in Q3 2021.
544 funds tracked by Wall St. Rank held TransUnion as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.