HGWM
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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 $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 $5.72T AUM 30.48% 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 $298B AUM 21.96% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return