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	–	701
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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lee Financial's TRU Position: Q3 2022 in Review

Lee Financial sold out of TransUnion (TRU) in Q3 2022, closing a stake of 2 shares.

Lee Financial first reported a position in TRU in Q2 2017 and held it in 6 quarters. The position peaked at $28K in Q1 2018. 425 funds tracked by Wall St. Rank hold TRU as of Q3 2022.

Lee Financial reported no remaining TransUnion position as of Q3 2022 after selling out during the quarter.
Lee Financial sold 2 TransUnion shares in Q3 2022.
Lee Financial first reported a position in TransUnion in Q2 2017 and held it in 6 quarters.
Lee Financial's TransUnion position peaked at $28K in Q1 2018.
425 funds tracked by Wall St. Rank held TransUnion as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.