Gradient Investments’s TransUnion TRU Stock Holding History

Gradient Investments’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 Q3	–	Sell	-81	Closed	-$6.01K	–	1203
2024 Q2	$6.01K	Sell	81 -245	-75%	-$18.3K	﹤0.01%	829
2024 Q1	$26K	Sell	326 -231	-41%	-$16.9K	﹤0.01%	498
2023 Q4	$38.3K	Sell	557 -171,423	-100%	-$10.4M	﹤0.01%	600
2023 Q3	$12.3M	Buy	171,980 +8,828	+5%	+$692K	0.33%	105
2023 Q2	$12.8M	Buy	163,152 +12,554	+8%	+$869K	0.33%	105
2023 Q1	$9.36M	Buy	150,598 +17,557	+13%	+$1.15M	0.26%	114
2022 Q4	$7.55M	Buy	133,041 +2,681	+2%	+$157K	0.24%	124
2022 Q3	$7.75M	Sell	130,360 -3,400	-3%	-$261K	0.24%	119
2022 Q2	$10.7M	Sell	133,760 -10,575	-7%	-$910K	0.31%	96
2022 Q1	$14.9M	Buy	144,335 +11,252	+8%	+$1.14M	0.38%	62
2021 Q4	$15.8M	Buy	133,083 +27,667	+26%	+$3.17M	0.4%	53
2021 Q3	$11.8M	Buy	+105,416	New	+$12.4M	0.33%	87

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gradient Investments's TRU Position: Q3 2024 in Review

Gradient Investments sold out of TransUnion (TRU) in Q3 2024, closing a stake of 81 shares — an estimated $6.01K sold.

Gradient Investments first reported a position in TRU in Q3 2021 and held it in 12 quarters. The position peaked at $15.8M in Q4 2021. 517 funds tracked by Wall St. Rank hold TRU as of Q3 2024.

Gradient Investments reported no remaining TransUnion position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 81 TransUnion shares in Q3 2024, an estimated $6.01K.
Gradient Investments first reported a position in TransUnion in Q3 2021 and held it in 12 quarters.
Gradient Investments's TransUnion position peaked at $15.8M in Q4 2021.
517 funds tracked by Wall St. Rank held TransUnion as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.