JWM
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Jeppson Wealth Management’s TransUnion TRU Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-600
Closed -$50K – 420
2020
Q3 		$50K Buy
+600
New +$51.8K 0.04% 222

Other funds holding TRU

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Jeppson Wealth Management's TRU Position: Q4 2020 in Review

Jeppson Wealth Management sold out of TransUnion (TRU) in Q4 2020, closing a stake of 600 shares — an estimated $50K sold.

Jeppson Wealth Management first reported a position in TRU in Q3 2020 and held it in 1 quarter. The position peaked at $50K in Q3 2020. 457 funds tracked by Wall St. Rank hold TRU as of Q4 2020.

  • Jeppson Wealth Management reported no remaining TransUnion position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 600 TransUnion shares in Q4 2020, an estimated $50K.
  • Jeppson Wealth Management first reported a position in TransUnion in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's TransUnion position peaked at $50K in Q3 2020.
  • 457 funds tracked by Wall St. Rank held TransUnion as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.