Liberty Wealth Management’s TransUnion TRU Stock Holding History

Liberty Wealth Management’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
2021 Q2	–	Sell	-2	Closed	–	–	1179
2021 Q1	$0	Hold	2	–	–	﹤0.01%	1043
2020 Q4	$0	Buy	+2	New	+$183	﹤0.01%	1071

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Liberty Wealth Management's TRU Position: Q2 2021 in Review

Liberty Wealth Management sold out of TransUnion (TRU) in Q2 2021, closing a stake of 2 shares.

Liberty Wealth Management first reported a position in TRU in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 439 funds tracked by Wall St. Rank hold TRU as of Q2 2021.

Liberty Wealth Management reported no remaining TransUnion position as of Q2 2021 after selling out during the quarter.
Liberty Wealth Management sold 2 TransUnion shares in Q2 2021.
Liberty Wealth Management first reported a position in TransUnion in Q4 2020 and held it in 2 quarters.
Liberty Wealth Management's TransUnion position peaked at $0 in Q1 2021.
439 funds tracked by Wall St. Rank held TransUnion as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.