JCM
Junto Capital Management’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.7M | Buy |
+712,775
| New | +$62.7M | 1.31% | 29 |
|
|
2025
Q1 | – | Sell |
-323,864
| Closed | -$30M | – | 113 |
|
|
2024
Q4 | $30M | Buy |
+323,864
| New | +$30M | 0.58% | 65 |
|
|
2023
Q4 | – | Sell |
-44,598
| Closed | -$3.2M | – | 101 |
|
|
2023
Q3 | $3.2M | Buy |
+44,598
| New | +$3.2M | 0.08% | 71 |
|
|
2022
Q1 | – | Sell |
-1,041,935
| Closed | -$124M | – | 90 |
|
|
2021
Q4 | $124M | Sell |
1,041,935
-166,785
| -14% | -$19.8M | 3.18% | 4 |
|
|
2021
Q3 | $136M | Buy |
1,208,720
+438,549
| +57% | +$49.3M | 4.28% | 2 |
|
|
2021
Q2 | $84.6M | Sell |
770,171
-844,966
| -52% | -$92.8M | 2.7% | 11 |
|
|
2021
Q1 | $145M | Buy |
+1,615,137
| New | +$145M | 5.23% | 1 |
|
|
2020
Q3 | – | Sell |
-853,544
| Closed | -$74.3M | – | 68 |
|
|
2020
Q2 | $74.3M | Buy |
+853,544
| New | +$74.3M | 3.18% | 9 |
|
|
2019
Q3 | – | Sell |
-879,227
| Closed | -$64.6M | – | 55 |
|
|
2019
Q2 | $64.6M | Sell |
879,227
-271,776
| -24% | -$20M | 3.73% | 11 |
|
|
2019
Q1 | $76.9M | Buy |
+1,151,003
| New | +$76.9M | 4.42% | 3 |
|
|
2018
Q4 | – | Sell |
-694,309
| Closed | -$51.1M | – | 62 |
|
|
2018
Q3 | $51.1M | Buy |
694,309
+168,106
| +32% | +$12.4M | 2.94% | 11 |
|
|
2018
Q2 | $37.7M | Buy |
+526,203
| New | +$37.7M | 2.64% | 17 |
|
|
2017
Q3 | – | Sell |
-1,831,267
| Closed | -$79.3M | – | 44 |
|
|
2017
Q2 | $79.3M | Buy |
1,831,267
+297,246
| +19% | +$12.9M | 6.98% | 2 |
|
|
2017
Q1 | $58.8M | Sell |
1,534,021
-343,384
| -18% | -$13.2M | 5.57% | 4 |
|
|
2016
Q4 | $58.1M | Sell |
1,877,405
-14,238
| -0.8% | -$440K | 6.34% | 1 |
|
|
2016
Q3 | $65.3M | Buy |
1,891,643
+661,856
| +54% | +$22.8M | 8.57% | 1 |
|
|
2016
Q2 | $41.1M | Buy |
1,229,787
+360,767
| +42% | +$12.1M | 6.42% | 5 |
|
|
2016
Q1 | $24M | Buy |
+869,020
| New | +$24M | 4.11% | 14 |
|