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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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $2.3T AUM 54.33% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return

Lunia Capital's TRU Position: Q1 2021 in Review

Lunia Capital sold out of TransUnion (TRU) in Q1 2021, closing a stake of 98,411 shares — an estimated $9.76M sold.

Lunia Capital first reported a position in TRU in Q1 2018 and held it in 12 quarters. The position peaked at $20.9M in Q2 2018. 436 funds tracked by Wall St. Rank hold TRU as of Q1 2021.

  • Lunia Capital reported no remaining TransUnion position as of Q1 2021 after selling out during the quarter.
  • Lunia Capital sold 98,411 TransUnion shares in Q1 2021, an estimated $9.76M.
  • Lunia Capital first reported a position in TransUnion in Q1 2018 and held it in 12 quarters.
  • Lunia Capital's TransUnion position peaked at $20.9M in Q2 2018.
  • 436 funds tracked by Wall St. Rank held TransUnion as of Q1 2021.

Based on Lunia Capital's 13F filing for Q1 2021, filed 14 May 2021.