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Kore Private Wealth’s TransUnion TRU Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-16
Closed -$1K – 1016
2020
Q2 		$1K Buy
16
+1
+7% +$80 ﹤0.01% 1129
2020
Q1 		$1K Sell
15
-3,794
-100% -$328K ﹤0.01% 1029
2019
Q4 		$326K Buy
+3,809
New +$317K 0.06% 186
2019
Q1 		– Sell
-137
Closed -$8K – 978
2018
Q4 		$8K Buy
+137
New +$8.76K ﹤0.01% 608

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kore Private Wealth's TRU Position: Q3 2020 in Review

Kore Private Wealth sold out of TransUnion (TRU) in Q3 2020, closing a stake of 16 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in TRU in Q4 2018 and held it in 4 quarters. The position peaked at $326K in Q4 2019. 444 funds tracked by Wall St. Rank hold TRU as of Q3 2020.

  • Kore Private Wealth reported no remaining TransUnion position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 16 TransUnion shares in Q3 2020, an estimated $1K.
  • Kore Private Wealth first reported a position in TransUnion in Q4 2018 and held it in 4 quarters.
  • Kore Private Wealth's TransUnion position peaked at $326K in Q4 2019.
  • 444 funds tracked by Wall St. Rank held TransUnion as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.