DI
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Disciplined Investments’s TransUnion TRU Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-20
Closed -$1.57K – 1425
2023
Q2 		$1.57K Buy
20
+7
+54% +$484 ﹤0.01% 758
2023
Q1 		$808 Sell
13
-6
-32% -$393 ﹤0.01% 1054
2022
Q4 		$1.08K Buy
19
+10
+111% +$586 ﹤0.01% 868
2022
Q3 		$1K Sell
9
-7
-44% -$538 ﹤0.01% 1103
2022
Q2 		$1K Sell
16
-2
-11% -$172 ﹤0.01% 1133
2022
Q1 		$2K Buy
+18
New +$1.83K ﹤0.01% 794
2020
Q1 		– Sell
-12
Closed -$1K – 468
2019
Q4 		$1K Buy
+12
New +$999 ﹤0.01% 417

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Disciplined Investments's TRU Position: Q3 2023 in Review

Disciplined Investments sold out of TransUnion (TRU) in Q3 2023, closing a stake of 20 shares — an estimated $1.57K sold.

Disciplined Investments first reported a position in TRU in Q4 2019 and held it in 7 quarters. The position peaked at $2K in Q1 2022. 424 funds tracked by Wall St. Rank hold TRU as of Q3 2023.

  • Disciplined Investments reported no remaining TransUnion position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 TransUnion shares in Q3 2023, an estimated $1.57K.
  • Disciplined Investments first reported a position in TransUnion in Q4 2019 and held it in 7 quarters.
  • Disciplined Investments's TransUnion position peaked at $2K in Q1 2022.
  • 424 funds tracked by Wall St. Rank held TransUnion as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.