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Howe & Rusling’s TransUnion TRU Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-16
Closed -$1K – 982
2022
Q3 		$1K Sell
16
-9
-36% -$692 ﹤0.01% 1017
2022
Q2 		$2K Buy
25
+1
+4% +$86 ﹤0.01% 899
2022
Q1 		$2K Buy
+24
New +$2.44K ﹤0.01% 891
2015
Q4 		– Sell
-56
Closed -$1K – 1068
2015
Q3 		$1K Hold
56
– – ﹤0.01% 958
2015
Q2 		$1K Buy
+56
New +$1.4K ﹤0.01% 981

Other funds holding TRU

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Howe & Rusling's TRU Position: Q4 2022 in Review

Howe & Rusling sold out of TransUnion (TRU) in Q4 2022, closing a stake of 16 shares — an estimated $1K sold.

Howe & Rusling first reported a position in TRU in Q2 2015 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 398 funds tracked by Wall St. Rank hold TRU as of Q4 2022.

  • Howe & Rusling reported no remaining TransUnion position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 16 TransUnion shares in Q4 2022, an estimated $1K.
  • Howe & Rusling first reported a position in TransUnion in Q2 2015 and held it in 5 quarters.
  • Howe & Rusling's TransUnion position peaked at $2K in Q2 2022.
  • 398 funds tracked by Wall St. Rank held TransUnion as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.