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Mattson Financial Services’s TransUnion TRU Stock Holding History

Mattson Financial Services’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
2025
Q1 		– Sell
-10
Closed -$1.05K – 418
2024
Q4 		$1.05K Sell
10
-13
-57% -$1.32K ﹤0.01% 324
2024
Q3 		$1.71K Hold
23
– – ﹤0.01% 242
2024
Q2 		$1.71K Buy
+23
New +$1.72K ﹤0.01% 242

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 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

Mattson Financial Services's TRU Position: Q1 2025 in Review

Mattson Financial Services sold out of TransUnion (TRU) in Q1 2025, closing a stake of 10 shares — an estimated $1.05K sold.

Mattson Financial Services first reported a position in TRU in Q2 2024 and held it in 3 quarters. The position peaked at $1.71K in Q3 2024. 547 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

  • Mattson Financial Services reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 10 TransUnion shares in Q1 2025, an estimated $1.05K.
  • Mattson Financial Services first reported a position in TransUnion in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's TransUnion position peaked at $1.71K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.