Cresset Asset Management’s TransUnion TRU Stock Holding History

Cresset Asset Management’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	-7,065	Closed	-$740K	–	2195
2024 Q3	$740K	Buy	7,065 +1,184	+20%	+$107K	﹤0.01%	1318
2024 Q2	$436K	Buy	5,881 +142	+2%	+$10.6K	﹤0.01%	1510
2024 Q1	$458K	Buy	+5,739	New	+$421K	﹤0.01%	1375
2023 Q4	–	Sell	-3,159	Closed	-$227K	–	1920
2023 Q3	$227K	Buy	3,159 +45	+1%	+$3.53K	﹤0.01%	1563
2023 Q2	$244K	Buy	+3,114	New	+$215K	﹤0.01%	1628
2022 Q1	–	Sell	-2,115	Closed	-$251K	–	1145
2021 Q4	$251K	Buy	+2,115	New	+$242K	﹤0.01%	952
2021 Q1	–	Sell	-2,438	Closed	-$242K	–	960
2020 Q4	$242K	Sell	2,438 -11	-0.4%	-$1.01K	﹤0.01%	634
2020 Q3	$206K	Sell	2,449 -1,136	-32%	-$98.1K	﹤0.01%	640
2020 Q2	$312K	Buy	+3,585	New	+$286K	0.01%	451
2019 Q2	–	Sell	-338	Closed	-$23K	–	1602
2019 Q1	$23K	Buy	+338	New	+$20.9K	﹤0.01%	985

Other funds holding TRU

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

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

BlackRock New York $5.72T AUM 30.48% 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

Cresset Asset Management's TRU Position: Q4 2024 in Review

Cresset Asset Management sold out of TransUnion (TRU) in Q4 2024, closing a stake of 7,065 shares — an estimated $740K sold.

Cresset Asset Management first reported a position in TRU in Q1 2019 and held it in 10 quarters. The position peaked at $740K in Q3 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

Cresset Asset Management reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 7,065 TransUnion shares in Q4 2024, an estimated $740K.
Cresset Asset Management first reported a position in TransUnion in Q1 2019 and held it in 10 quarters.
Cresset Asset Management's TransUnion position peaked at $740K in Q3 2024.
561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.