EWM
TRU icon

Evercore Wealth Management’s TransUnion TRU Stock Holding History

Evercore Wealth 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
2018
Q1 		– Sell
-425
Closed -$23K – 753
2017
Q4 		$23K Hold
425
– – ﹤0.01% 711
2017
Q3 		$20K Hold
425
– – ﹤0.01% 715
2017
Q2 		$18K Buy
+425
New +$17.6K ﹤0.01% 740

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Evercore Wealth Management's TRU Position: Q1 2018 in Review

Evercore Wealth Management sold out of TransUnion (TRU) in Q1 2018, closing a stake of 425 shares — an estimated $23K sold.

Evercore Wealth Management first reported a position in TRU in Q2 2017 and held it in 3 quarters. The position peaked at $23K in Q4 2017. 320 funds tracked by Wall St. Rank hold TRU as of Q1 2018.

  • Evercore Wealth Management reported no remaining TransUnion position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 425 TransUnion shares in Q1 2018, an estimated $23K.
  • Evercore Wealth Management first reported a position in TransUnion in Q2 2017 and held it in 3 quarters.
  • Evercore Wealth Management's TransUnion position peaked at $23K in Q4 2017.
  • 320 funds tracked by Wall St. Rank held TransUnion as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.