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Harel Insurance Investments & Financial Services’s TransUnion TRU Stock Holding History

Harel Insurance Investments & Financial Services’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
2020
Q1 		– Sell
-449
Closed -$38K – 529
2019
Q4 		$38K Buy
+449
New +$37.4K ﹤0.01% 381
2019
Q3 		– Sell
-2,000
Closed -$147K – 570
2019
Q2 		$147K Buy
2,000
+800
+67% +$54.7K 0.01% 218
2019
Q1 		$80K Buy
+1,200
New +$74.3K ﹤0.01% 228

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harel Insurance Investments & Financial Services's TRU Position: Q1 2020 in Review

Harel Insurance Investments & Financial Services sold out of TransUnion (TRU) in Q1 2020, closing a stake of 449 shares — an estimated $38K sold.

Harel Insurance Investments & Financial Services first reported a position in TRU in Q1 2019 and held it in 3 quarters. The position peaked at $147K in Q2 2019. 427 funds tracked by Wall St. Rank hold TRU as of Q1 2020.

  • Harel Insurance Investments & Financial Services reported no remaining TransUnion position as of Q1 2020 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 449 TransUnion shares in Q1 2020, an estimated $38K.
  • Harel Insurance Investments & Financial Services first reported a position in TransUnion in Q1 2019 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's TransUnion position peaked at $147K in Q2 2019.
  • 427 funds tracked by Wall St. Rank held TransUnion as of Q1 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2020, filed 28 Apr 2020.