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Evolution Wealth Advisors’s TransUnion TRU Stock Holding History

Evolution Wealth Advisors’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
2021
Q1 		– Sell
-150
Closed -$15K – 665
2020
Q4 		$15K Buy
150
+47
+46% +$4.3K ﹤0.01% 303
2020
Q3 		$9K Buy
+103
New +$8.89K ﹤0.01% 373

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Evolution Wealth Advisors's TRU Position: Q1 2021 in Review

Evolution Wealth Advisors sold out of TransUnion (TRU) in Q1 2021, closing a stake of 150 shares — an estimated $15K sold.

Evolution Wealth Advisors first reported a position in TRU in Q3 2020 and held it in 2 quarters. The position peaked at $15K in Q4 2020. 435 funds tracked by Wall St. Rank hold TRU as of Q1 2021.

  • Evolution Wealth Advisors reported no remaining TransUnion position as of Q1 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 150 TransUnion shares in Q1 2021, an estimated $15K.
  • Evolution Wealth Advisors first reported a position in TransUnion in Q3 2020 and held it in 2 quarters.
  • Evolution Wealth Advisors's TransUnion position peaked at $15K in Q4 2020.
  • 435 funds tracked by Wall St. Rank held TransUnion as of Q1 2021.

Based on Evolution Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.