L.J. Altfest & Co’s TransUnion TRU Stock Holding History

L.J. Altfest & Co’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	-5,006	Closed	-$464K	–	363
2024 Q4	$464K	Sell	5,006 -42	-0.8%	-$4.25K	0.06%	220
2024 Q3	$529K	Buy	+5,048	New	+$455K	0.07%	207
2022 Q2	–	Sell	-2,332	Closed	-$241K	–	280
2022 Q1	$241K	Buy	+2,332	New	+$237K	0.04%	231

Other funds holding TRU

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

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

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

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

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 New York $133B AUM 72.99% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

L.J. Altfest & Co's TRU Position: Q1 2025 in Review

L.J. Altfest & Co sold out of TransUnion (TRU) in Q1 2025, closing a stake of 5,006 shares — an estimated $464K sold.

L.J. Altfest & Co first reported a position in TRU in Q1 2022 and held it in 3 quarters. The position peaked at $529K in Q3 2024. 547 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

L.J. Altfest & Co reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
L.J. Altfest & Co sold 5,006 TransUnion shares in Q1 2025, an estimated $464K.
L.J. Altfest & Co first reported a position in TransUnion in Q1 2022 and held it in 3 quarters.
L.J. Altfest & Co's TransUnion position peaked at $529K in Q3 2024.
547 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.