GI
TRU icon

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
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return