CSat Investment Advisory’s TransUnion TRU Stock Holding History

CSat Investment 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
2020 Q4	–	Sell	-650	Closed	-$55K	–	928
2020 Q3	$55K	Buy	650 +53	+9%	+$4.58K	﹤0.01%	659
2020 Q2	$52K	Sell	597 -34	-5%	-$2.71K	0.01%	677
2020 Q1	$42K	Buy	631 +93	+17%	+$8.03K	0.01%	567
2019 Q4	$46K	Buy	538 +76	+16%	+$6.33K	0.01%	637
2019 Q3	$37K	Buy	462 +48	+12%	+$3.86K	0.01%	626
2019 Q2	$30K	Buy	+414	New	+$28.3K	0.01%	643

Other funds holding TRU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

CSat Investment Advisory's TRU Position: Q4 2020 in Review

CSat Investment Advisory sold out of TransUnion (TRU) in Q4 2020, closing a stake of 650 shares — an estimated $55K sold.

CSat Investment Advisory first reported a position in TRU in Q2 2019 and held it in 6 quarters. The position peaked at $55K in Q3 2020. 458 funds tracked by Wall St. Rank hold TRU as of Q4 2020.

CSat Investment Advisory reported no remaining TransUnion position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 650 TransUnion shares in Q4 2020, an estimated $55K.
CSat Investment Advisory first reported a position in TransUnion in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's TransUnion position peaked at $55K in Q3 2020.
458 funds tracked by Wall St. Rank held TransUnion as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.