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Mitchell & Pahl Private Wealth’s TransUnion TRU Stock Holding History

Mitchell & Pahl Private Wealth’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
-1,938
Closed -$230K – 173
2021
Q4 		$230K Hold
1,938
– – 0.15% 155
2021
Q3 		$218K Sell
1,938
-30
-2% -$3.53K 0.16% 148
2021
Q2 		$216K Buy
+1,968
New +$205K 0.15% 148

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mitchell & Pahl Private Wealth's TRU Position: Q1 2022 in Review

Mitchell & Pahl Private Wealth sold out of TransUnion (TRU) in Q1 2022, closing a stake of 1,938 shares — an estimated $230K sold.

Mitchell & Pahl Private Wealth first reported a position in TRU in Q2 2021 and held it in 3 quarters. The position peaked at $230K in Q4 2021. 458 funds tracked by Wall St. Rank hold TRU as of Q1 2022.

  • Mitchell & Pahl Private Wealth reported no remaining TransUnion position as of Q1 2022 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 1,938 TransUnion shares in Q1 2022, an estimated $230K.
  • Mitchell & Pahl Private Wealth first reported a position in TransUnion in Q2 2021 and held it in 3 quarters.
  • Mitchell & Pahl Private Wealth's TransUnion position peaked at $230K in Q4 2021.
  • 458 funds tracked by Wall St. Rank held TransUnion as of Q1 2022.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q1 2022, filed 14 Apr 2022.