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John Armitage’s TransUnion TRU Stock Holding History

John Armitage’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
Q4 		– Sell
-1,465,050
Closed -$123M – 31
2025
Q3 		$123M Buy
+1,465,050
New +$133M 1.29% 22
2019
Q2 		– Sell
-2,905,092
Closed -$194M – 34
2019
Q1 		$194M Sell
2,905,092
-1,676,152
-37% -$104M 1.37% 24
2018
Q4 		$260M Buy
4,581,244
+1,174,121
+34% +$75.1M 2.17% 17
2018
Q3 		$251M Buy
3,407,123
+966,563
+40% +$71.9M 1.86% 22
2018
Q2 		$175M Sell
2,440,560
-1,298,896
-35% -$86.6M 1.34% 25
2018
Q1 		$212M Sell
3,739,456
-448,974
-11% -$25.9M 1.73% 25
2017
Q4 		$230M Sell
4,188,430
-385,829
-8% -$20.5M 2.01% 23
2017
Q3 		$216M Buy
4,574,259
+2,444,617
+115% +$112M 1.93% 20
2017
Q2 		$92.2M Buy
+2,129,642
New +$88.2M 0.92% 27

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

John Armitage's TRU Position: Q4 2025 in Review

John Armitage sold out of TransUnion (TRU) in Q4 2025, closing a stake of 1,465,050 shares — an estimated $123M sold.

John Armitage first reported a position in TRU in Q2 2017 and held it in 9 quarters. The position peaked at $260M in Q4 2018. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • John Armitage reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
  • John Armitage sold 1,465,050 TransUnion shares in Q4 2025, an estimated $123M.
  • John Armitage first reported a position in TransUnion in Q2 2017 and held it in 9 quarters.
  • John Armitage's TransUnion position peaked at $260M in Q4 2018.
  • 587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Egerton Capital (UK)'s 13F filing for Q4 2025, filed 11 Feb 2026.