HWM
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Horizon Wealth Management’s TransUnion TRU Stock Holding History

Horizon 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
2022
Q2 		– Sell
-2,079
Closed -$215K – 121
2022
Q1 		$215K Hold
2,079
– – 0.07% 101
2021
Q4 		$247K Buy
+2,079
New +$238K 0.07% 96

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Horizon Wealth Management's TRU Position: Q2 2022 in Review

Horizon Wealth Management sold out of TransUnion (TRU) in Q2 2022, closing a stake of 2,079 shares — an estimated $215K sold.

Horizon Wealth Management first reported a position in TRU in Q4 2021 and held it in 2 quarters. The position peaked at $247K in Q4 2021. 429 funds tracked by Wall St. Rank hold TRU as of Q2 2022.

  • Horizon Wealth Management reported no remaining TransUnion position as of Q2 2022 after selling out during the quarter.
  • Horizon Wealth Management sold 2,079 TransUnion shares in Q2 2022, an estimated $215K.
  • Horizon Wealth Management first reported a position in TransUnion in Q4 2021 and held it in 2 quarters.
  • Horizon Wealth Management's TransUnion position peaked at $247K in Q4 2021.
  • 429 funds tracked by Wall St. Rank held TransUnion as of Q2 2022.

Based on Horizon Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.