Lion Street Advisors’s TransUnion TRU Stock Holding History

Lion Street 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 Q1	–	Sell	-2,345	Closed	-$217K	–	280
2024 Q4	$217K	Sell	2,345 -226	-9%	-$22.9K	0.07%	246
2024 Q3	$269K	Buy	+2,571	New	+$232K	0.09%	212
2020 Q2	–	Sell	-26	Closed	-$2K	–	379
2020 Q1	$2K	Buy	+26	New	+$2.25K	0.01%	354

Other funds holding TRU

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lion Street Advisors's TRU Position: Q1 2025 in Review

Lion Street Advisors sold out of TransUnion (TRU) in Q1 2025, closing a stake of 2,345 shares — an estimated $217K sold.

Lion Street Advisors first reported a position in TRU in Q1 2020 and held it in 3 quarters. The position peaked at $269K in Q3 2024. 547 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

Lion Street Advisors reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
Lion Street Advisors sold 2,345 TransUnion shares in Q1 2025, an estimated $217K.
Lion Street Advisors first reported a position in TransUnion in Q1 2020 and held it in 3 quarters.
Lion Street Advisors's TransUnion position peaked at $269K in Q3 2024.
547 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on Lion Street Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.