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Kapitalo Investimentos’s TransUnion TRU Stock Holding History

Kapitalo Investimentos’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
-507
Closed -$47K – 305
2024
Q4 		$47K Buy
+507
New +$51.4K 0.03% 218
2023
Q4 		– Sell
-381
Closed -$27.4K – 708
2023
Q3 		$27.4K Buy
+381
New +$29.9K ﹤0.01% 506
2023
Q2 		– Sell
-19,000
Closed -$1.18M – 698
2023
Q1 		$1.18M Sell
19,000
-94,300
-83% -$6.17M 0.39% 36
2022
Q4 		$6.43M Buy
113,300
+40,800
+56% +$2.39M 4.82% 6
2022
Q3 		$4.31M Buy
72,500
+40,600
+127% +$3.12M 1.79% 9
2022
Q2 		$2.55M Buy
+31,900
New +$2.75M 1.64% 14

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 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

Kapitalo Investimentos's TRU Position: Q1 2025 in Review

Kapitalo Investimentos sold out of TransUnion (TRU) in Q1 2025, closing a stake of 507 shares — an estimated $47K sold.

Kapitalo Investimentos first reported a position in TRU in Q2 2022 and held it in 6 quarters. The position peaked at $6.43M in Q4 2022. 548 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

  • Kapitalo Investimentos reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 507 TransUnion shares in Q1 2025, an estimated $47K.
  • Kapitalo Investimentos first reported a position in TransUnion in Q2 2022 and held it in 6 quarters.
  • Kapitalo Investimentos's TransUnion position peaked at $6.43M in Q4 2022.
  • 548 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.