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FDx Advisors’s TransUnion TRU Stock Holding History

FDx 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
-7,808
Closed -$775K – 802
2020
Q4 		$775K Sell
7,808
-3,472
-31% -$318K 0.03% 334
2020
Q3 		$949K Sell
11,280
-1,194
-10% -$103K 0.04% 246
2020
Q2 		$1.09M Buy
+12,474
New +$996K 0.06% 220

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return

FDx Advisors's TRU Position: Q1 2021 in Review

FDx Advisors sold out of TransUnion (TRU) in Q1 2021, closing a stake of 7,808 shares — an estimated $775K sold.

FDx Advisors first reported a position in TRU in Q2 2020 and held it in 3 quarters. The position peaked at $1.09M in Q2 2020. 436 funds tracked by Wall St. Rank hold TRU as of Q1 2021.

  • FDx Advisors reported no remaining TransUnion position as of Q1 2021 after selling out during the quarter.
  • FDx Advisors sold 7,808 TransUnion shares in Q1 2021, an estimated $775K.
  • FDx Advisors first reported a position in TransUnion in Q2 2020 and held it in 3 quarters.
  • FDx Advisors's TransUnion position peaked at $1.09M in Q2 2020.
  • 436 funds tracked by Wall St. Rank held TransUnion as of Q1 2021.

Based on FDx Advisors's 13F filing for Q1 2021, filed 13 Apr 2021.