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Evelyn Partners Investment Management Services’s TransUnion TRU Stock Holding History

Evelyn Partners Investment Management Services’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
2025
Q1 		– Sell
-21
Closed -$1.95K – 282
2024
Q4 		$1.95K Buy
+21
New +$2.13K ﹤0.01% 261

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evelyn Partners Investment Management Services's TRU Position: Q1 2025 in Review

Evelyn Partners Investment Management Services sold out of TransUnion (TRU) in Q1 2025, closing a stake of 21 shares — an estimated $1.95K sold.

Evelyn Partners Investment Management Services first reported a position in TRU in Q4 2024 and held it in 1 quarter. The position peaked at $1.95K in Q4 2024. 548 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

  • Evelyn Partners Investment Management Services reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 21 TransUnion shares in Q1 2025, an estimated $1.95K.
  • Evelyn Partners Investment Management Services first reported a position in TransUnion in Q4 2024 and held it in 1 quarter.
  • Evelyn Partners Investment Management Services's TransUnion position peaked at $1.95K in Q4 2024.
  • 548 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2025, filed 4 Aug 2025.