DT
TRUE

Diversified Trust’s TrueCar TRUE Stock Holding History

Diversified Trust’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11,603
Closed -$56K – 890
2021
Q1 		$56K Hold
11,603
– – ﹤0.01% 746
2020
Q4 		$49K Buy
+11,603
New +$51.7K ﹤0.01% 726
2015
Q1 		– Sell
-17,057
Closed -$391K – 514
2014
Q4 		$391K Buy
+17,057
New +$334K 0.04% 362

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Diversified Trust's TRUE Position: Q2 2021 in Review

Diversified Trust sold out of TrueCar (TRUE) in Q2 2021, closing a stake of 11,603 shares — an estimated $56K sold.

Diversified Trust first reported a position in TRUE in Q4 2014 and held it in 3 quarters. The position peaked at $391K in Q4 2014. 112 funds tracked by Wall St. Rank hold TRUE as of Q2 2021.

  • Diversified Trust reported no remaining TrueCar position as of Q2 2021 after selling out during the quarter.
  • Diversified Trust sold 11,603 TrueCar shares in Q2 2021, an estimated $56K.
  • Diversified Trust first reported a position in TrueCar in Q4 2014 and held it in 3 quarters.
  • Diversified Trust's TrueCar position peaked at $391K in Q4 2014.
  • 112 funds tracked by Wall St. Rank held TrueCar as of Q2 2021.

Based on Diversified Trust's 13F filing for Q2 2021, filed 20 Jul 2021.