Loring Wolcott & Coolidge Fiduciary Advisors’s TransUnion TRU Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q3	–	Sell	-90	Closed	-$10K	–	929
2021 Q2	$10K	Buy	+90	New	+$9.38K	﹤0.01%	635
2021 Q1	–	Sell	-138	Closed	-$14K	–	673
2020 Q4	$14K	Buy	138 +48	+53%	+$4.39K	﹤0.01%	538
2020 Q3	$8K	Hold	90	–	–	﹤0.01%	519
2020 Q2	$8K	Hold	90	–	–	﹤0.01%	512
2020 Q1	$6K	Hold	90	–	–	﹤0.01%	574
2019 Q4	$8K	Hold	90	–	–	﹤0.01%	592
2019 Q3	$7K	Hold	90	–	–	﹤0.01%	594
2019 Q2	$7K	Buy	+90	New	+$6.16K	﹤0.01%	584

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 $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's TRU Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of TransUnion (TRU) in Q3 2021, closing a stake of 90 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TRU in Q2 2019 and held it in 8 quarters. The position peaked at $14K in Q4 2020. 450 funds tracked by Wall St. Rank hold TRU as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining TransUnion position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 90 TransUnion shares in Q3 2021, an estimated $10K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TransUnion in Q2 2019 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's TransUnion position peaked at $14K in Q4 2020.
450 funds tracked by Wall St. Rank held TransUnion as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.