Havemeyer Place’s TransUnion TRU Stock Holding History

Havemeyer Place’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
2026 Q1	–	Sell	-16,419	Closed	-$1.41M	–	694
2025 Q4	$1.41M	Buy	+16,419	New	+$1.35M	0.28%	114

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Havemeyer Place's TRU Position: Q1 2026 in Review

Havemeyer Place sold out of TransUnion (TRU) in Q1 2026, closing a stake of 16,419 shares — an estimated $1.41M sold.

Havemeyer Place first reported a position in TRU in Q4 2025 and held it in 1 quarter. The position peaked at $1.41M in Q4 2025. 563 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Havemeyer Place reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
Havemeyer Place sold 16,419 TransUnion shares in Q1 2026, an estimated $1.41M.
Havemeyer Place first reported a position in TransUnion in Q4 2025 and held it in 1 quarter.
Havemeyer Place's TransUnion position peaked at $1.41M in Q4 2025.
563 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Havemeyer Place's 13F filing for Q1 2026, filed 13 May 2026.