KLR Investment Advisors’s TransUnion TRU Stock Holding History

KLR Investment 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
2024 Q1	$224K	Sell	3,308 -229	-6%	-$16.8K	0.16%	169
2023 Q4	$243K	Buy	3,537 +189	+6%	+$11.5K	0.18%	167
2023 Q3	$208K	Sell	3,348 -98	-3%	-$7.68K	0.19%	166
2023 Q2	$270K	Sell	3,446 -74	-2%	-$5.12K	0.22%	151
2023 Q1	$219K	Sell	3,520 -316	-8%	-$20.7K	0.19%	161
2022 Q4	$218K	Buy	+3,836	New	+$225K	0.18%	161

Other funds holding TRU

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

KLR Investment Advisors's TRU Position: Q1 2024 in Review

KLR Investment Advisors reduced its TransUnion (TRU) stake by 6.5% in Q1 2024, selling an estimated $16.8K and leaving 3,308 shares worth $224K. The position accounts for 0.16% of the portfolio, ranked #169.

KLR Investment Advisors first reported a position in TRU in Q4 2022 and has held it in 6 quarters since. The position peaked at $270K in Q2 2023. 432 funds tracked by Wall St. Rank hold TRU as of Q1 2024.

KLR Investment Advisors held 3,308 shares of TransUnion worth $224K as of Q1 2024.
KLR Investment Advisors sold 229 TransUnion shares in Q1 2024, an estimated $16.8K.
TransUnion made up 0.16% of KLR Investment Advisors's portfolio in Q1 2024, its #169 holding.
KLR Investment Advisors first reported a position in TransUnion in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's TransUnion position peaked at $270K in Q2 2023.
432 funds tracked by Wall St. Rank held TransUnion as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.