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Ladenburg Thalmann Financial Services’s TransUnion TRU Stock Holding History

Ladenburg Thalmann 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
2019
Q4 		$423K Buy
4,906
+106
+2% +$8.83K ﹤0.01% 1951
2019
Q3 		$388K Buy
4,800
+431
+10% +$34.6K ﹤0.01% 1964
2019
Q2 		$320K Sell
4,369
-60
-1% -$4.1K ﹤0.01% 2101
2019
Q1 		$286K Buy
4,429
+2,286
+107% +$142K ﹤0.01% 2129
2018
Q4 		$121K Sell
2,143
-204
-9% -$13K ﹤0.01% 2622
2018
Q3 		$173K Sell
2,347
-3,973
-63% -$295K ﹤0.01% 2424
2018
Q2 		$357K Hold
6,320
– – ﹤0.01% 1814
2018
Q1 		$357K Sell
6,320
-400
-6% -$23.1K ﹤0.01% 1814
2017
Q4 		$369K Buy
6,720
+483
+8% +$25.7K ﹤0.01% 1756
2017
Q3 		$296K Buy
6,237
+462
+8% +$21.1K ﹤0.01% 1806
2017
Q2 		$250K Buy
5,775
+214
+4% +$8.87K ﹤0.01% 1863
2017
Q1 		$213K Buy
5,561
+444
+9% +$15.6K ﹤0.01% 1866
2016
Q4 		$162K Sell
5,117
-37
-0.7% -$1.16K ﹤0.01% 1972
2016
Q3 		$177K Buy
5,154
+490
+11% +$16.4K ﹤0.01% 1837
2016
Q2 		$156K Buy
4,664
+400
+9% +$12.3K ﹤0.01% 1836
2016
Q1 		$118K Buy
+4,264
New +$108K ﹤0.01% 1947

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TRU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its TransUnion (TRU) stake by 2.2% in Q4 2019, buying an estimated $8.83K and bringing the position to 4,906 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Ladenburg Thalmann Financial Services first reported a position in TRU in Q1 2016 and has held it in 16 quarters since. 420 funds tracked by Wall St. Rank hold TRU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,906 shares of TransUnion worth $423K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 106 TransUnion shares in Q4 2019, an estimated $8.83K.
  • TransUnion made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1951 holding.
  • Ladenburg Thalmann Financial Services first reported a position in TransUnion in Q1 2016 and has held it in 16 quarters since.
  • 420 funds tracked by Wall St. Rank held TransUnion as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.