Marks Group Wealth Management’s TransUnion TRU Stock Holding History

Marks Group Wealth Management’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
2022 Q4	–	Sell	-90,360	Closed	-$5.38M	–	293
2022 Q3	$5.38M	Buy	90,360 +8,533	+10%	+$656K	0.82%	49
2022 Q2	$6.54M	Buy	81,827 +4,125	+5%	+$355K	0.94%	17
2022 Q1	$8.03M	Buy	77,702 +7,519	+11%	+$763K	1.01%	12
2021 Q4	$8.3M	Buy	70,183 +1,086	+2%	+$124K	1.01%	15
2021 Q3	$7.75M	Sell	69,097 -445	-0.6%	-$52.3K	1.05%	13
2021 Q2	$7.66M	Buy	69,542 +51,635	+288%	+$5.38M	1.05%	13
2021 Q1	$1.61M	Buy	17,907 +785	+5%	+$70.8K	0.24%	111
2020 Q4	$1.7M	Buy	17,122 +896	+6%	+$82K	0.26%	114
2020 Q3	$1.36M	Buy	16,226 +405	+3%	+$35K	0.25%	116
2020 Q2	$1.38M	Buy	+15,821	New	+$1.26M	0.28%	112
2020 Q1	–	Sell	-2,881	Closed	-$247K	–	246
2019 Q4	$247K	Buy	+2,881	New	+$240K	0.05%	219

Other funds holding TRU

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

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

Marks Group Wealth Management's TRU Position: Q4 2022 in Review

Marks Group Wealth Management sold out of TransUnion (TRU) in Q4 2022, closing a stake of 90,360 shares — an estimated $5.38M sold.

Marks Group Wealth Management first reported a position in TRU in Q4 2019 and held it in 11 quarters. The position peaked at $8.3M in Q4 2021. 398 funds tracked by Wall St. Rank hold TRU as of Q4 2022.

Marks Group Wealth Management reported no remaining TransUnion position as of Q4 2022 after selling out during the quarter.
Marks Group Wealth Management sold 90,360 TransUnion shares in Q4 2022, an estimated $5.38M.
Marks Group Wealth Management first reported a position in TransUnion in Q4 2019 and held it in 11 quarters.
Marks Group Wealth Management's TransUnion position peaked at $8.3M in Q4 2021.
398 funds tracked by Wall St. Rank held TransUnion as of Q4 2022.

Based on Marks Group Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.