FTDI
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First Trust Direct Indexing’s TransUnion TRU Stock Holding History

First Trust Direct Indexing’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 		– Sell
-1,942
Closed -$203K – 847
2024
Q3 		$203K Buy
+1,942
New +$175K 0.01% 917

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

First Trust Direct Indexing's TRU Position: Q4 2024 in Review

First Trust Direct Indexing sold out of TransUnion (TRU) in Q4 2024, closing a stake of 1,942 shares — an estimated $203K sold.

First Trust Direct Indexing first reported a position in TRU in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

  • First Trust Direct Indexing reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,942 TransUnion shares in Q4 2024, an estimated $203K.
  • First Trust Direct Indexing first reported a position in TransUnion in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's TransUnion position peaked at $203K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.