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Gilbert & Cook’s TransUnion TRU Stock Holding History

Gilbert & Cook’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
2023
Q4 		– Sell
-3,059
Closed -$220K – 228
2023
Q3 		$220K Buy
3,059
+285
+10% +$22.3K 0.03% 206
2023
Q2 		$217K Buy
+2,774
New +$192K 0.03% 208
2022
Q3 		– Sell
-2,556
Closed -$204K – 221
2022
Q2 		$204K Buy
2,556
+262
+11% +$22.6K 0.04% 191
2022
Q1 		$237K Sell
2,294
-22
-0.9% -$2.23K 0.04% 193
2021
Q4 		$275K Buy
2,316
+28
+1% +$3.21K 0.04% 190
2021
Q3 		$257K Buy
2,288
+49
+2% +$5.76K 0.05% 182
2021
Q2 		$246K Buy
+2,239
New +$233K 0.04% 189
2021
Q1 		– Sell
-2,067
Closed -$204K – 208
2020
Q4 		$204K Buy
+2,067
New +$189K 0.04% 182

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Gilbert & Cook's TRU Position: Q4 2023 in Review

Gilbert & Cook sold out of TransUnion (TRU) in Q4 2023, closing a stake of 3,059 shares — an estimated $220K sold.

Gilbert & Cook first reported a position in TRU in Q4 2020 and held it in 8 quarters. The position peaked at $275K in Q4 2021. 416 funds tracked by Wall St. Rank hold TRU as of Q4 2023.

  • Gilbert & Cook reported no remaining TransUnion position as of Q4 2023 after selling out during the quarter.
  • Gilbert & Cook sold 3,059 TransUnion shares in Q4 2023, an estimated $220K.
  • Gilbert & Cook first reported a position in TransUnion in Q4 2020 and held it in 8 quarters.
  • Gilbert & Cook's TransUnion position peaked at $275K in Q4 2021.
  • 416 funds tracked by Wall St. Rank held TransUnion as of Q4 2023.

Based on Gilbert & Cook's 13F filing for Q4 2023, filed 5 Feb 2024.