MilWealth Group’s TransUnion TRU Stock Holding History

MilWealth Group’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 Q1	–	Sell	-9	Closed	-$1.07K	–	147
2021 Q4	$1.07K	Sell	9 -2	-18%	-$229	﹤0.01%	151
2021 Q3	$1.24K	Buy	+11	New	+$1.29K	﹤0.01%	156

Other funds holding TRU

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

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

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

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

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

FCM

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MilWealth Group's TRU Position: Q1 2022 in Review

MilWealth Group sold out of TransUnion (TRU) in Q1 2022, closing a stake of 9 shares — an estimated $1.07K sold.

MilWealth Group first reported a position in TRU in Q3 2021 and held it in 2 quarters. The position peaked at $1.24K in Q3 2021. 458 funds tracked by Wall St. Rank hold TRU as of Q1 2022.

MilWealth Group reported no remaining TransUnion position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 9 TransUnion shares in Q1 2022, an estimated $1.07K.
MilWealth Group first reported a position in TransUnion in Q3 2021 and held it in 2 quarters.
MilWealth Group's TransUnion position peaked at $1.24K in Q3 2021.
458 funds tracked by Wall St. Rank held TransUnion as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.