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Kohmann Bosshard Financial Services’s TransUnion TRU Stock Holding History

Kohmann Bosshard Financial Services’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
-3
Closed -$278 – 733
2024
Q4 		$278 Buy
+3
New +$304 ﹤0.01% 707

Other funds holding TRU

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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

Kohmann Bosshard Financial Services's TRU Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of TransUnion (TRU) in Q1 2025, closing a stake of 3 shares — an estimated $278 sold.

Kohmann Bosshard Financial Services first reported a position in TRU in Q4 2024 and held it in 1 quarter. The position peaked at $278 in Q4 2024. 547 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 3 TransUnion shares in Q1 2025, an estimated $278.
  • Kohmann Bosshard Financial Services first reported a position in TransUnion in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's TransUnion position peaked at $278 in Q4 2024.
  • 547 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.