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First Mercantile Trust’s TransUnion TRU Stock Holding History

First Mercantile Trust’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
-3,990
Closed -$396K – 886
2020
Q4 		$396K Buy
3,990
+1,290
+48% +$118K 0.04% 230
2020
Q3 		$258K Buy
+2,700
New +$233K 0.03% 311

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 $3.38T AUM 44.17% 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

First Mercantile Trust's TRU Position: Q1 2021 in Review

First Mercantile Trust sold out of TransUnion (TRU) in Q1 2021, closing a stake of 3,990 shares — an estimated $396K sold.

First Mercantile Trust first reported a position in TRU in Q3 2020 and held it in 2 quarters. The position peaked at $396K in Q4 2020. 436 funds tracked by Wall St. Rank hold TRU as of Q1 2021.

  • First Mercantile Trust reported no remaining TransUnion position as of Q1 2021 after selling out during the quarter.
  • First Mercantile Trust sold 3,990 TransUnion shares in Q1 2021, an estimated $396K.
  • First Mercantile Trust first reported a position in TransUnion in Q3 2020 and held it in 2 quarters.
  • First Mercantile Trust's TransUnion position peaked at $396K in Q4 2020.
  • 436 funds tracked by Wall St. Rank held TransUnion as of Q1 2021.

Based on First Mercantile Trust's 13F filing for Q1 2021, filed 14 May 2021.