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Delos Wealth Advisors’s TransUnion TRU Stock Holding History

Delos Wealth Advisors’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
Q1 		– Sell
-3
Closed -$207 – 460
2023
Q4 		$207 Hold
3
– – ﹤0.01% 315
2023
Q3 		$244 Hold
3
– – ﹤0.01% 346
2023
Q2 		$235 Hold
3
– – ﹤0.01% 346
2023
Q1 		$187 Hold
3
– – ﹤0.01% 366
2022
Q4 		$170 Hold
3
– – ﹤0.01% 376
2022
Q3 		$0 Buy
+3
New +$231 ﹤0.01% 381

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Delos Wealth Advisors's TRU Position: Q1 2024 in Review

Delos Wealth Advisors sold out of TransUnion (TRU) in Q1 2024, closing a stake of 3 shares — an estimated $207 sold.

Delos Wealth Advisors first reported a position in TRU in Q3 2022 and held it in 6 quarters. The position peaked at $244 in Q3 2023. 432 funds tracked by Wall St. Rank hold TRU as of Q1 2024.

  • Delos Wealth Advisors reported no remaining TransUnion position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 3 TransUnion shares in Q1 2024, an estimated $207.
  • Delos Wealth Advisors first reported a position in TransUnion in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's TransUnion position peaked at $244 in Q3 2023.
  • 432 funds tracked by Wall St. Rank held TransUnion as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.