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Lindbrook Capital’s TransUnion TRU Stock Holding History

Lindbrook Capital’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 		$348K Buy
4,195
+98
+2% +$8.95K 0.03% 285
2024
Q4 		$380K Sell
4,097
-163
-4% -$16.5K 0.03% 264
2024
Q3 		$446K Buy
4,260
+163
+4% +$14.7K 0.04% 239
2024
Q2 		$304K Buy
4,097
+6
+0.1% +$448 0.03% 286
2024
Q1 		$326K Buy
4,091
+50
+1% +$3.66K 0.03% 268
2023
Q4 		$278K Buy
4,041
+91
+2% +$5.54K 0.03% 290
2023
Q3 		$284K Buy
3,950
+2
+0.1% +$157 0.03% 252
2023
Q2 		$309K Buy
3,948
+113
+3% +$7.82K 0.03% 244
2023
Q1 		$238K Sell
3,835
-553
-13% -$36.2K 0.03% 278
2022
Q4 		$249K Sell
4,388
-515
-11% -$30.2K 0.03% 283
2022
Q3 		$292K Sell
4,903
-142
-3% -$10.9K 0.05% 214
2022
Q2 		$404K Buy
5,045
+3,478
+222% +$299K 0.07% 175
2022
Q1 		$162K Buy
1,567
+16
+1% +$1.62K 0.03% 343
2021
Q4 		$184K Buy
1,551
+1,415
+1,040% +$162K 0.03% 328
2021
Q3 		$15K Buy
136
+20
+17% +$2.35K ﹤0.01% 848
2021
Q2 		$13K Buy
116
+27
+30% +$2.81K ﹤0.01% 958
2021
Q1 		$8K Buy
89
+13
+17% +$1.17K ﹤0.01% 1113
2020
Q4 		$8K Buy
76
+15
+25% +$1.37K ﹤0.01% 1010
2020
Q3 		$5K Hold
61
– – ﹤0.01% 1133
2020
Q2 		$5K Buy
61
+36
+144% +$2.87K ﹤0.01% 1102
2020
Q1 		$2K Hold
25
– – ﹤0.01% 1339
2019
Q4 		$2K Hold
25
– – ﹤0.01% 1321
2019
Q3 		$2K Buy
+25
New +$2.01K ﹤0.01% 1301

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lindbrook Capital's TRU Position: Q1 2025 in Review

Lindbrook Capital increased its TransUnion (TRU) stake by 2.4% in Q1 2025, buying an estimated $8.95K and bringing the position to 4,195 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #285.

Lindbrook Capital first reported a position in TRU in Q3 2019 and has held it in 23 quarters since. The position peaked at $446K in Q3 2024. 548 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

  • Lindbrook Capital held 4,195 shares of TransUnion worth $348K as of Q1 2025.
  • Lindbrook Capital bought 98 TransUnion shares in Q1 2025, an estimated $8.95K.
  • TransUnion made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #285 holding.
  • Lindbrook Capital first reported a position in TransUnion in Q3 2019 and has held it in 23 quarters since.
  • Lindbrook Capital's TransUnion position peaked at $446K in Q3 2024.
  • 548 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.