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Kula Investments’s TransUnion TRU Stock Holding History

Kula Investments’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
2023
Q1 		$667K Sell
10,735
-5,510
-34% -$361K 0.16% 228
2022
Q4 		$922K Buy
+16,245
New +$952K 0.27% 68

Other funds holding TRU

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kula Investments's TRU Position: Q1 2023 in Review

Kula Investments reduced its TransUnion (TRU) stake by 34% in Q1 2023, selling an estimated $361K and leaving 10,735 shares worth $667K. The position accounts for 0.16% of the portfolio, ranked #228.

Kula Investments first reported a position in TRU in Q4 2022 and has held it in 2 quarters since. The position peaked at $922K in Q4 2022. 392 funds tracked by Wall St. Rank hold TRU as of Q1 2023.

  • Kula Investments held 10,735 shares of TransUnion worth $667K as of Q1 2023.
  • Kula Investments sold 5,510 TransUnion shares in Q1 2023, an estimated $361K.
  • TransUnion made up 0.16% of Kula Investments's portfolio in Q1 2023, its #228 holding.
  • Kula Investments first reported a position in TransUnion in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's TransUnion position peaked at $922K in Q4 2022.
  • 392 funds tracked by Wall St. Rank held TransUnion as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.