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Financial Gravity Companies’s TransUnion TRU Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$2.69K Hold
29
– – ﹤0.01% 733
2024
Q3 		$3.04K Buy
+29
New +$2.61K ﹤0.01% 457

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Financial Gravity Companies's TRU Position: Q4 2024 in Review

Financial Gravity Companies held its TransUnion (TRU) position steady in Q4 2024 at 29 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Financial Gravity Companies first reported a position in TRU in Q3 2024 and has held it in 2 quarters since. The position peaked at $3.04K in Q3 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

  • Financial Gravity Companies held 29 shares of TransUnion worth $2.69K as of Q4 2024.
  • Financial Gravity Companies left its TransUnion share count unchanged in Q4 2024.
  • TransUnion made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #733 holding.
  • Financial Gravity Companies first reported a position in TransUnion in Q3 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's TransUnion position peaked at $3.04K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.