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Mascoma Wealth Management’s TransUnion TRU Stock Holding History

Mascoma 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
2021
Q4 		– Sell
-1
Closed – – 562
2021
Q3 		$0 Buy
+1
New +$118 ﹤0.01% 468
2021
Q2 		– Sell
-1
Closed – – 397
2021
Q1 		$0 Buy
+1
New +$90 ﹤0.01% 466

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mascoma Wealth Management's TRU Position: Q4 2021 in Review

Mascoma Wealth Management sold out of TransUnion (TRU) in Q4 2021, closing a stake of 1 share.

Mascoma Wealth Management first reported a position in TRU in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 471 funds tracked by Wall St. Rank hold TRU as of Q4 2021.

  • Mascoma Wealth Management reported no remaining TransUnion position as of Q4 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 1 TransUnion share in Q4 2021.
  • Mascoma Wealth Management first reported a position in TransUnion in Q1 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's TransUnion position peaked at $0 in Q3 2021.
  • 471 funds tracked by Wall St. Rank held TransUnion as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.