Elkfork Partners’s TransUnion TRU Stock Holding History

Elkfork Partners’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
2019 Q3	$229K	Sell	2,822 -7,174	-72%	-$577K	0.01%	791
2019 Q2	$735K	Buy	9,996 +6,392	+177%	+$437K	0.02%	474
2019 Q1	$241K	Buy	3,604 +1,768	+96%	+$109K	0.01%	759
2018 Q4	$104K	Sell	1,836 -13,702	-88%	-$876K	﹤0.01%	888
2018 Q3	$1.14M	Buy	15,538 +408	+3%	+$30.3K	0.03%	350
2018 Q2	$1.08M	Sell	15,130 -68	-0.4%	-$4.53K	0.03%	334
2018 Q1	$863K	Buy	15,198 +7,106	+88%	+$410K	0.02%	373
2017 Q4	$445K	Buy	+8,092	New	+$431K	0.01%	573

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 $5.72T AUM 30.48% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Elkfork Partners's TRU Position: Q3 2019 in Review

Elkfork Partners reduced its TransUnion (TRU) stake by 72% in Q3 2019, selling an estimated $577K and leaving 2,822 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #791.

Elkfork Partners first reported a position in TRU in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.14M in Q3 2018. 379 funds tracked by Wall St. Rank hold TRU as of Q3 2019.

Elkfork Partners held 2,822 shares of TransUnion worth $229K as of Q3 2019.
Elkfork Partners sold 7,174 TransUnion shares in Q3 2019, an estimated $577K.
TransUnion made up 0.01% of Elkfork Partners's portfolio in Q3 2019, its #791 holding.
Elkfork Partners first reported a position in TransUnion in Q4 2017 and has held it in 8 quarters since.
Elkfork Partners's TransUnion position peaked at $1.14M in Q3 2018.
379 funds tracked by Wall St. Rank held TransUnion as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.