Jacobs Levy Equity Management
TRU icon

Jacobs Levy Equity Management’s TransUnion TRU Stock Holding History

Jacobs Levy Equity 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
2025
Q1 		– Sell
-298,895
Closed -$27.7M – 1205
2024
Q4 		$27.7M Sell
298,895
-264,821
-47% -$26.8M 0.1% 189
2024
Q3 		$59M Sell
563,716
-136,434
-19% -$12.3M 0.23% 110
2024
Q2 		$51.9M Buy
700,150
+75,633
+12% +$5.64M 0.21% 109
2024
Q1 		$49.8M Buy
624,517
+322,492
+107% +$23.6M 0.22% 109
2023
Q4 		$20.8M Buy
+302,025
New +$18.4M 0.1% 202
2017
Q1 		– Sell
-9,180
Closed -$284K – 1001
2016
Q4 		$284K Buy
9,180
+2,070
+29% +$65.1K 0.01% 776
2016
Q3 		$245K Buy
+7,110
New +$238K ﹤0.01% 853

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jacobs Levy Equity Management's TRU Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of TransUnion (TRU) in Q1 2025, closing a stake of 298,895 shares — an estimated $27.7M sold.

Jacobs Levy Equity Management first reported a position in TRU in Q3 2016 and held it in 7 quarters. The position peaked at $59M in Q3 2024. 548 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 298,895 TransUnion shares in Q1 2025, an estimated $27.7M.
  • Jacobs Levy Equity Management first reported a position in TransUnion in Q3 2016 and held it in 7 quarters.
  • Jacobs Levy Equity Management's TransUnion position peaked at $59M in Q3 2024.
  • 548 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.