LF
TRU icon

Lee Financial’s TransUnion TRU Stock Holding History

Lee Financial’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
Q3 		– Sell
-2
Closed – – 1016
2022
Q2 		$0 Buy
+2
New +$172 ﹤0.01% 1000
2018
Q3 		– Sell
-250
Closed -$18K – 703
2018
Q2 		$18K Sell
250
-250
-50% -$16.7K ﹤0.01% 372
2018
Q1 		$28K Buy
500
+250
+100% +$14.4K 0.01% 312
2017
Q4 		$14K Hold
250
– – ﹤0.01% 284
2017
Q3 		$12K Hold
250
– – ﹤0.01% 308
2017
Q2 		$11K Buy
+250
New +$10.4K ﹤0.01% 312

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 $5.7T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return