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Gilliland Jeter Wealth Management’s TransUnion TRU Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-55
Closed -$5.76K – 592
2024
Q3 		$5.76K Hold
55
– – ﹤0.01% 506
2024
Q2 		$4.08K Hold
55
– – ﹤0.01% 542
2024
Q1 		$4.39K Buy
+55
New +$4.03K ﹤0.01% 504

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

Gilliland Jeter Wealth Management's TRU Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of TransUnion (TRU) in Q4 2024, closing a stake of 55 shares — an estimated $5.76K sold.

Gilliland Jeter Wealth Management first reported a position in TRU in Q1 2024 and held it in 3 quarters. The position peaked at $5.76K in Q3 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 55 TransUnion shares in Q4 2024, an estimated $5.76K.
  • Gilliland Jeter Wealth Management first reported a position in TransUnion in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's TransUnion position peaked at $5.76K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.