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Harbor Investment Advisory’s TransUnion TRU Stock Holding History

Harbor Investment 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
2024
Q3 		– Sell
-2
Closed -$148 – 1302
2024
Q2 		$148 Buy
+2
New +$149 ﹤0.01% 1224

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

Harbor Investment Advisory's TRU Position: Q3 2024 in Review

Harbor Investment Advisory sold out of TransUnion (TRU) in Q3 2024, closing a stake of 2 shares — an estimated $148 sold.

Harbor Investment Advisory first reported a position in TRU in Q2 2024 and held it in 1 quarter. The position peaked at $148 in Q2 2024. 516 funds tracked by Wall St. Rank hold TRU as of Q3 2024.

  • Harbor Investment Advisory reported no remaining TransUnion position as of Q3 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 2 TransUnion shares in Q3 2024, an estimated $148.
  • Harbor Investment Advisory first reported a position in TransUnion in Q2 2024 and held it in 1 quarter.
  • Harbor Investment Advisory's TransUnion position peaked at $148 in Q2 2024.
  • 516 funds tracked by Wall St. Rank held TransUnion as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.