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Intrinsic Edge Capital Management’s TransUnion TRU Stock Holding History

Intrinsic Edge Capital 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
2024
Q4 		– Sell
-219,704
Closed -$23M – 136
2024
Q3 		$23M Buy
+219,704
New +$19.8M 2.78% 6

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Intrinsic Edge Capital Management's TRU Position: Q4 2024 in Review

Intrinsic Edge Capital Management sold out of TransUnion (TRU) in Q4 2024, closing a stake of 219,704 shares — an estimated $23M sold.

Intrinsic Edge Capital Management first reported a position in TRU in Q3 2024 and held it in 1 quarter. The position peaked at $23M in Q3 2024. 562 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

  • Intrinsic Edge Capital Management reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 219,704 TransUnion shares in Q4 2024, an estimated $23M.
  • Intrinsic Edge Capital Management first reported a position in TransUnion in Q3 2024 and held it in 1 quarter.
  • Intrinsic Edge Capital Management's TransUnion position peaked at $23M in Q3 2024.
  • 562 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Intrinsic Edge Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.