Lee Capital Holdings’s TransUnion TRU Stock Holding History

Lee Capital Holdings’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
2022 Q2	–	Sell	-14,860	Closed	-$1.54M	–	69
2022 Q1	$1.54M	Sell	14,860 -1,355	-8%	-$137K	0.86%	37
2021 Q4	$1.92M	Sell	16,215 -5,620	-26%	-$644K	1.01%	34
2021 Q3	$2.45M	Buy	+21,835	New	+$2.57M	1.29%	27
2021 Q1	–	Sell	-11,425	Closed	-$1.13M	–	108
2020 Q4	$1.13M	Buy	+11,425	New	+$1.05M	0.67%	41

Other funds holding TRU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Lee Capital Holdings's TRU Position: Q2 2022 in Review

Lee Capital Holdings sold out of TransUnion (TRU) in Q2 2022, closing a stake of 14,860 shares — an estimated $1.54M sold.

Lee Capital Holdings first reported a position in TRU in Q4 2020 and held it in 4 quarters. The position peaked at $2.45M in Q3 2021. 430 funds tracked by Wall St. Rank hold TRU as of Q2 2022.

Lee Capital Holdings reported no remaining TransUnion position as of Q2 2022 after selling out during the quarter.
Lee Capital Holdings sold 14,860 TransUnion shares in Q2 2022, an estimated $1.54M.
Lee Capital Holdings first reported a position in TransUnion in Q4 2020 and held it in 4 quarters.
Lee Capital Holdings's TransUnion position peaked at $2.45M in Q3 2021.
430 funds tracked by Wall St. Rank held TransUnion as of Q2 2022.

Based on Lee Capital Holdings's 13F filing for Q2 2022, filed 12 Aug 2022.