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Freestone Capital Holdings’s TransUnion TRU Stock Holding History

Freestone Capital Holdings’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
-54
Closed -$5.36K – 1069
2020
Q4 		$5.36K Hold
54
– – ﹤0.01% 981
2020
Q3 		$4.54K Buy
+54
New +$4.66K ﹤0.01% 898

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BlackRock
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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

Freestone Capital Holdings's TRU Position: Q1 2021 in Review

Freestone Capital Holdings sold out of TransUnion (TRU) in Q1 2021, closing a stake of 54 shares — an estimated $5.36K sold.

Freestone Capital Holdings first reported a position in TRU in Q3 2020 and held it in 2 quarters. The position peaked at $5.36K in Q4 2020. 436 funds tracked by Wall St. Rank hold TRU as of Q1 2021.

  • Freestone Capital Holdings reported no remaining TransUnion position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 54 TransUnion shares in Q1 2021, an estimated $5.36K.
  • Freestone Capital Holdings first reported a position in TransUnion in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's TransUnion position peaked at $5.36K in Q4 2020.
  • 436 funds tracked by Wall St. Rank held TransUnion as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.