Lido Advisors
TRU icon

Lido Advisors’s TransUnion TRU Stock Holding History

Lido Advisors’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
2025
Q2 		– Sell
-2,553
Closed -$212K – 1758
2025
Q1 		$212K Buy
+2,553
New +$233K ﹤0.01% 1364
2024
Q4 		– Sell
-3,659
Closed -$383K – 1603
2024
Q3 		$383K Buy
3,659
+179
+5% +$16.1K ﹤0.01% 1052
2024
Q2 		$258K Buy
3,480
+13
+0.4% +$970 ﹤0.01% 1189
2024
Q1 		$277K Buy
3,467
+4
+0.1% +$293 ﹤0.01% 1135
2023
Q4 		$238K Sell
3,463
-368
-10% -$22.4K ﹤0.01% 1133
2023
Q3 		$275K Buy
3,831
+384
+11% +$30.1K ﹤0.01% 950
2023
Q2 		$270K Buy
+3,447
New +$239K ﹤0.01% 980
2022
Q4 		– Sell
-3,539
Closed -$210K – 1086
2022
Q3 		$210K Buy
3,539
+1
+0% +$77 ﹤0.01% 874
2022
Q2 		$283K Sell
3,538
-27
-0.8% -$2.32K ﹤0.01% 768
2022
Q1 		$368K Buy
3,565
+14
+0.4% +$1.42K ﹤0.01% 736
2021
Q4 		$421K Sell
3,551
-381
-10% -$43.7K ﹤0.01% 678
2021
Q3 		$441K Buy
3,932
+300
+8% +$35.3K 0.01% 633
2021
Q2 		$399K Buy
3,632
+85
+2% +$8.86K 0.01% 609
2021
Q1 		$319K Buy
3,547
+8
+0.2% +$722 0.01% 635
2020
Q4 		$351K Buy
3,539
+37
+1% +$3.39K 0.01% 577
2020
Q3 		$295K Buy
+3,502
New +$302K 0.01% 494

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Lido Advisors's TRU Position: Q2 2025 in Review

Lido Advisors sold out of TransUnion (TRU) in Q2 2025, closing a stake of 2,553 shares — an estimated $212K sold.

Lido Advisors first reported a position in TRU in Q3 2020 and held it in 16 quarters. The position peaked at $441K in Q3 2021. 544 funds tracked by Wall St. Rank hold TRU as of Q2 2025.

  • Lido Advisors reported no remaining TransUnion position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 2,553 TransUnion shares in Q2 2025, an estimated $212K.
  • Lido Advisors first reported a position in TransUnion in Q3 2020 and held it in 16 quarters.
  • Lido Advisors's TransUnion position peaked at $441K in Q3 2021.
  • 544 funds tracked by Wall St. Rank held TransUnion as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.