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JNBA Financial Advisors’s TransUnion TRU Stock Holding History

JNBA Financial Advisors’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
Q1 		– Sell
-88
Closed -$10K – 844
2021
Q4 		$10K Sell
88
-48
-35% -$5.5K ﹤0.01% 532
2021
Q3 		$15K Buy
+136
New +$16K ﹤0.01% 465

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JNBA Financial Advisors's TRU Position: Q1 2022 in Review

JNBA Financial Advisors sold out of TransUnion (TRU) in Q1 2022, closing a stake of 88 shares — an estimated $10K sold.

JNBA Financial Advisors first reported a position in TRU in Q3 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2021. 458 funds tracked by Wall St. Rank hold TRU as of Q1 2022.

  • JNBA Financial Advisors reported no remaining TransUnion position as of Q1 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 88 TransUnion shares in Q1 2022, an estimated $10K.
  • JNBA Financial Advisors first reported a position in TransUnion in Q3 2021 and held it in 2 quarters.
  • JNBA Financial Advisors's TransUnion position peaked at $15K in Q3 2021.
  • 458 funds tracked by Wall St. Rank held TransUnion as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.