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LifePlan Financial’s TransUnion TRU Stock Holding History

LifePlan 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
2025
Q1 		– Sell
-3,142
Closed -$291K – 93
2024
Q4 		$291K Sell
3,142
-162
-5% -$16.4K 0.26% 81
2024
Q3 		$346K Sell
3,304
-199
-6% -$17.9K 0.3% 81
2024
Q2 		$260K Sell
3,503
-178
-5% -$13.3K 0.24% 83
2024
Q1 		$294K Buy
+3,681
New +$270K 0.27% 82

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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifePlan Financial's TRU Position: Q1 2025 in Review

LifePlan Financial sold out of TransUnion (TRU) in Q1 2025, closing a stake of 3,142 shares — an estimated $291K sold.

LifePlan Financial first reported a position in TRU in Q1 2024 and held it in 4 quarters. The position peaked at $346K in Q3 2024. 547 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

  • LifePlan Financial reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
  • LifePlan Financial sold 3,142 TransUnion shares in Q1 2025, an estimated $291K.
  • LifePlan Financial first reported a position in TransUnion in Q1 2024 and held it in 4 quarters.
  • LifePlan Financial's TransUnion position peaked at $346K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on LifePlan Financial's 13F filing for Q1 2025, filed 25 Apr 2025.