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Fulcrum Equity Management’s TransUnion TRU Stock Holding History

Fulcrum Equity Management’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
2020
Q4 		– Sell
-18,922
Closed -$1.59M – 175
2020
Q3 		$1.59M Buy
18,922
+1,644
+10% +$142K 0.74% 42
2020
Q2 		$1.5M Buy
17,278
+7,534
+77% +$601K 0.71% 28
2020
Q1 		$645K Buy
+9,744
New +$842K 0.46% 10

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Fulcrum Equity Management's TRU Position: Q4 2020 in Review

Fulcrum Equity Management sold out of TransUnion (TRU) in Q4 2020, closing a stake of 18,922 shares — an estimated $1.59M sold.

Fulcrum Equity Management first reported a position in TRU in Q1 2020 and held it in 3 quarters. The position peaked at $1.59M in Q3 2020. 457 funds tracked by Wall St. Rank hold TRU as of Q4 2020.

  • Fulcrum Equity Management reported no remaining TransUnion position as of Q4 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 18,922 TransUnion shares in Q4 2020, an estimated $1.59M.
  • Fulcrum Equity Management first reported a position in TransUnion in Q1 2020 and held it in 3 quarters.
  • Fulcrum Equity Management's TransUnion position peaked at $1.59M in Q3 2020.
  • 457 funds tracked by Wall St. Rank held TransUnion as of Q4 2020.

Based on Fulcrum Equity Management's 13F filing for Q4 2020, filed 22 Feb 2021.