Kings Point Capital Management’s TransUnion TRU Stock Holding History

Kings Point Capital 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
2022 Q1	$278K	Buy	2,689 +38	+1%	+$3.85K	0.02%	175
2021 Q4	$314K	Hold	2,651	–	–	0.03%	186
2021 Q3	$298K	Hold	2,651	–	–	0.03%	173
2021 Q2	$291K	Hold	2,651	–	–	0.03%	175
2021 Q1	$239K	Buy	2,651 +1,500	+130%	+$135K	0.02%	186
2020 Q4	$114K	Hold	1,151	–	–	0.01%	229
2020 Q3	$97K	Buy	1,151 +1,000	+662%	+$86.4K	0.01%	236
2020 Q2	$13K	Buy	+151	New	+$12.1K	﹤0.01%	416
2020 Q1	–	Sell	-151	Closed	-$13K	–	508
2019 Q4	$13K	Hold	151	–	–	﹤0.01%	468
2019 Q3	$12K	Hold	151	–	–	﹤0.01%	460
2019 Q2	$11K	Buy	+151	New	+$10.3K	﹤0.01%	422

Other funds holding TRU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $19.5B AUM 17.33% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kings Point Capital Management's TRU Position: Q1 2022 in Review

Kings Point Capital Management increased its TransUnion (TRU) stake by 1.4% in Q1 2022, buying an estimated $3.85K and bringing the position to 2,689 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #175.

Kings Point Capital Management first reported a position in TRU in Q2 2019 and has held it in 11 quarters since. The position peaked at $314K in Q4 2021. 458 funds tracked by Wall St. Rank hold TRU as of Q1 2022.

Kings Point Capital Management held 2,689 shares of TransUnion worth $278K as of Q1 2022.
Kings Point Capital Management bought 38 TransUnion shares in Q1 2022, an estimated $3.85K.
TransUnion made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #175 holding.
Kings Point Capital Management first reported a position in TransUnion in Q2 2019 and has held it in 11 quarters since.
Kings Point Capital Management's TransUnion position peaked at $314K in Q4 2021.
458 funds tracked by Wall St. Rank held TransUnion as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.