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Harvest Group Wealth Management’s TransUnion TRU Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-10
Closed -$1K – 659
2020
Q4 		$1K Hold
10
– – ﹤0.01% 569
2020
Q3 		$1K Hold
10
– – ﹤0.01% 523
2020
Q2 		$0 Hold
10
– – ﹤0.01% 847
2020
Q1 		$0 Sell
10
-63
-86% -$5.44K ﹤0.01% 997
2019
Q4 		$6K Hold
73
– – 0.01% 339
2019
Q3 		$6K Sell
73
-43
-37% -$3.46K 0.01% 382
2019
Q2 		$8K Sell
116
-18
-13% -$1.23K 0.01% 261
2019
Q1 		$9K Buy
+134
New +$8.3K 0.01% 267

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return

Harvest Group Wealth Management's TRU Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of TransUnion (TRU) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in TRU in Q1 2019 and held it in 8 quarters. The position peaked at $9K in Q1 2019. 436 funds tracked by Wall St. Rank hold TRU as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining TransUnion position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 TransUnion shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in TransUnion in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's TransUnion position peaked at $9K in Q1 2019.
  • 436 funds tracked by Wall St. Rank held TransUnion as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.