EWP
TRU icon

Engrave Wealth Partners’s TransUnion TRU Stock Holding History

Engrave Wealth 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
2020
Q3 		– Sell
-66
Closed -$5K – 389
2020
Q2 		$5K Sell
66
-6
-8% -$479 ﹤0.01% 325
2020
Q1 		$4K Sell
72
-116
-62% -$10K ﹤0.01% 300
2019
Q4 		$16K Buy
+188
New +$15.7K 0.02% 251

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Engrave Wealth Partners's TRU Position: Q3 2020 in Review

Engrave Wealth Partners sold out of TransUnion (TRU) in Q3 2020, closing a stake of 66 shares — an estimated $5K sold.

Engrave Wealth Partners first reported a position in TRU in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 444 funds tracked by Wall St. Rank hold TRU as of Q3 2020.

  • Engrave Wealth Partners reported no remaining TransUnion position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 66 TransUnion shares in Q3 2020, an estimated $5K.
  • Engrave Wealth Partners first reported a position in TransUnion in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's TransUnion position peaked at $16K in Q4 2019.
  • 444 funds tracked by Wall St. Rank held TransUnion as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.