Echo Street Capital Management’s TransUnion TRU Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-13,398	Closed	-$962K	–	389
2023 Q3	$962K	Buy	+13,398	New	+$1.05M	0.01%	148
2023 Q2	–	Sell	-28,407	Closed	-$1.77M	–	597
2023 Q1	$1.77M	Sell	28,407 -9,409	-25%	-$616K	0.02%	97
2022 Q4	$2.15M	Buy	37,816 +224	+0.6%	+$13.1K	0.02%	100
2022 Q3	$2.24M	Buy	37,592 +29,545	+367%	+$2.27M	0.02%	107
2022 Q2	$644K	Sell	8,047 -15,714	-66%	-$1.35M	0.01%	251
2022 Q1	$2.46M	Buy	23,761 +18	+0.1%	+$1.83K	0.02%	122
2021 Q4	$2.81M	Sell	23,743 -812,560	-97%	-$93.1M	0.02%	149
2021 Q3	$93.9M	Sell	836,303 -104,007	-11%	-$12.2M	0.66%	76
2021 Q2	$103M	Sell	940,310 -71,793	-7%	-$7.49M	0.8%	70
2021 Q1	$91.1M	Buy	1,012,103 +64,446	+7%	+$5.81M	0.81%	61
2020 Q4	$94M	Buy	947,657 +70,117	+8%	+$6.42M	0.94%	46
2020 Q3	$73.8M	Buy	877,540 +384,146	+78%	+$33.2M	1.27%	21
2020 Q2	$42.9M	Sell	493,394 -139,642	-22%	-$11.1M	0.51%	80
2020 Q1	$41.9M	Buy	633,036 +203,699	+47%	+$17.6M	0.9%	37
2019 Q4	$36.8M	Sell	429,337 -7,821	-2%	-$651K	0.57%	69
2019 Q3	$35.5M	Buy	437,158 +74,803	+21%	+$6.01M	0.6%	71
2019 Q2	$26.6M	Buy	362,355 +59,414	+20%	+$4.06M	0.47%	83
2019 Q1	$20.2M	Sell	302,941 -248,701	-45%	-$15.4M	0.4%	94
2018 Q4	$31.3M	Buy	551,642 +374,138	+211%	+$23.9M	0.79%	39
2018 Q3	$13.1M	Sell	177,504 -9,974	-5%	-$741K	0.29%	110
2018 Q2	$13.4M	Buy	187,478 +2,510	+1%	+$167K	0.33%	99
2018 Q1	$10.5M	Sell	184,968 -136,794	-43%	-$7.89M	0.31%	94
2017 Q4	$17.7M	Buy	321,762 +160,969	+100%	+$8.57M	0.53%	66
2017 Q3	$7.6M	Sell	160,793 -35,244	-18%	-$1.61M	0.26%	105
2017 Q2	$8.49M	Sell	196,037 -430,638	-69%	-$17.8M	0.31%	90
2017 Q1	$24M	Sell	626,675 -337,503	-35%	-$11.9M	0.81%	41
2016 Q4	$29.8M	Buy	+964,178	New	+$30.3M	1.19%	22

Other funds holding TRU

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Echo Street Capital Management's TRU Position: Q4 2023 in Review

Echo Street Capital Management sold out of TransUnion (TRU) in Q4 2023, closing a stake of 13,398 shares — an estimated $962K sold.

Echo Street Capital Management first reported a position in TRU in Q4 2016 and held it in 27 quarters. The position peaked at $103M in Q2 2021. 417 funds tracked by Wall St. Rank hold TRU as of Q4 2023.

Echo Street Capital Management reported no remaining TransUnion position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 13,398 TransUnion shares in Q4 2023, an estimated $962K.
Echo Street Capital Management first reported a position in TransUnion in Q4 2016 and held it in 27 quarters.
Echo Street Capital Management's TransUnion position peaked at $103M in Q2 2021.
417 funds tracked by Wall St. Rank held TransUnion as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.