Moody Lynn & Lieberson’s TransUnion TRU Stock Holding History

Moody Lynn & Lieberson’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
2024 Q4	–	Sell	-2,068	Closed	-$217K	–	261
2024 Q3	$217K	Buy	+2,068	New	+$186K	0.01%	240

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Moody Lynn & Lieberson's TRU Position: Q4 2024 in Review

Moody Lynn & Lieberson sold out of TransUnion (TRU) in Q4 2024, closing a stake of 2,068 shares — an estimated $217K sold.

Moody Lynn & Lieberson first reported a position in TRU in Q3 2024 and held it in 1 quarter. The position peaked at $217K in Q3 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

Moody Lynn & Lieberson reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
Moody Lynn & Lieberson sold 2,068 TransUnion shares in Q4 2024, an estimated $217K.
Moody Lynn & Lieberson first reported a position in TransUnion in Q3 2024 and held it in 1 quarter.
Moody Lynn & Lieberson's TransUnion position peaked at $217K in Q3 2024.
561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2024, filed 21 Jan 2025.