Jackson Grant Investment Advisers’s TransUnion TRU Stock Holding History

Jackson Grant Investment Advisers’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	-460	Closed	-$27K	–	341
2022 Q3	$27K	Hold	460	–	–	0.01%	236
2022 Q2	$37K	Hold	460	–	–	0.02%	216
2022 Q1	$48K	Buy	+460	New	+$46.7K	0.02%	210
2021 Q4	–	Sell	-460	Closed	-$52K	–	304
2021 Q3	$52K	Hold	460	–	–	0.02%	202
2021 Q2	$51K	Hold	460	–	–	0.02%	202
2021 Q1	$41K	Hold	460	–	–	0.02%	217
2020 Q4	$46K	Buy	+460	New	+$42.1K	0.02%	191

Other funds holding TRU

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jackson Grant Investment Advisers's TRU Position: Q4 2022 in Review

Jackson Grant Investment Advisers sold out of TransUnion (TRU) in Q4 2022, closing a stake of 460 shares — an estimated $27K sold.

Jackson Grant Investment Advisers first reported a position in TRU in Q4 2020 and held it in 7 quarters. The position peaked at $52K in Q3 2021. 398 funds tracked by Wall St. Rank hold TRU as of Q4 2022.

Jackson Grant Investment Advisers reported no remaining TransUnion position as of Q4 2022 after selling out during the quarter.
Jackson Grant Investment Advisers sold 460 TransUnion shares in Q4 2022, an estimated $27K.
Jackson Grant Investment Advisers first reported a position in TransUnion in Q4 2020 and held it in 7 quarters.
Jackson Grant Investment Advisers's TransUnion position peaked at $52K in Q3 2021.
398 funds tracked by Wall St. Rank held TransUnion as of Q4 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2022, filed 26 Jan 2023.