LC
TRU icon

Lunia Capital’s TransUnion TRU Stock Holding History

Lunia 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
2021
Q1 		– Sell
-98,411
Closed -$9.76M – 27
2020
Q4 		$9.76M Sell
98,411
-1,188
-1% -$109K 3.75% 11
2020
Q3 		$8.38M Buy
99,599
+10,842
+12% +$936K 3.67% 10
2020
Q2 		$7.72M Sell
88,757
-31,514
-26% -$2.52M 3.73% 13
2020
Q1 		$7.96M Buy
120,271
+19,028
+19% +$1.64M 2.69% 14
2019
Q4 		$8.67M Buy
101,243
+22,669
+29% +$1.89M 2.8% 23
2019
Q3 		$6.37M Buy
78,574
+4,660
+6% +$375K 2.2% 27
2019
Q2 		$5.43M Sell
73,914
-167,794
-69% -$11.5M 1.99% 28
2019
Q1 		$16.2M Sell
241,708
-52,463
-18% -$3.25M 3.44% 11
2018
Q4 		$16.7M Buy
294,171
+63,206
+27% +$4.04M 3.68% 11
2018
Q3 		$17M Sell
230,965
-60,787
-21% -$4.52M 3.57% 14
2018
Q2 		$20.9M Sell
291,752
-72,468
-20% -$4.83M 3.89% 11
2018
Q1 		$20.7M Buy
+364,220
New +$21M 4% 15

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return