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EverPoint Asset Management’s TransUnion TRU Stock Holding History

EverPoint Asset 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
2016
Q4 		$27M Buy
873,955
+588,189
+206% +$18.5M 0.5% 44
2016
Q3 		$9.86M Sell
285,766
-1,247,997
-81% -$41.8M 0.18% 156
2016
Q2 		$51.3M Buy
1,533,763
+402,849
+36% +$12.4M 1.01% 12
2016
Q1 		$31.2M Buy
+1,130,914
New +$28.7M 0.61% 26

Other funds holding TRU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

EverPoint Asset Management's TRU Position: Q4 2016 in Review

EverPoint Asset Management increased its TransUnion (TRU) stake by 206% in Q4 2016, buying an estimated $18.5M and bringing the position to 873,955 shares worth $27M. The position accounts for 0.5% of the portfolio, ranked #44.

EverPoint Asset Management first reported a position in TRU in Q1 2016 and has held it in 4 quarters since. The position peaked at $51.3M in Q2 2016. 175 funds tracked by Wall St. Rank hold TRU as of Q4 2016.

  • EverPoint Asset Management held 873,955 shares of TransUnion worth $27M as of Q4 2016.
  • EverPoint Asset Management bought 588,189 TransUnion shares in Q4 2016, an estimated $18.5M.
  • TransUnion made up 0.5% of EverPoint Asset Management's portfolio in Q4 2016, its #44 holding.
  • EverPoint Asset Management first reported a position in TransUnion in Q1 2016 and has held it in 4 quarters since.
  • EverPoint Asset Management's TransUnion position peaked at $51.3M in Q2 2016.
  • 175 funds tracked by Wall St. Rank held TransUnion as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.