GoalVest Advisory’s TransUnion TRU Stock Holding History

GoalVest Advisory’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
2022 Q2	–	Sell	-95	Closed	-$10K	–	523
2022 Q1	$10K	Buy	+95	New	+$9.64K	0.01%	245

Other funds holding TRU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

GoalVest Advisory's TRU Position: Q2 2022 in Review

GoalVest Advisory sold out of TransUnion (TRU) in Q2 2022, closing a stake of 95 shares — an estimated $10K sold.

GoalVest Advisory first reported a position in TRU in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 429 funds tracked by Wall St. Rank hold TRU as of Q2 2022.

GoalVest Advisory reported no remaining TransUnion position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 95 TransUnion shares in Q2 2022, an estimated $10K.
GoalVest Advisory first reported a position in TransUnion in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's TransUnion position peaked at $10K in Q1 2022.
429 funds tracked by Wall St. Rank held TransUnion as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.