Morningstar Investment Services’s TransUnion TRU Stock Holding History

Morningstar Investment 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
2024 Q4	–	Sell	-6,948	Closed	-$722K	–	380
2024 Q3	$722K	Buy	6,948 +3,507	+102%	+$316K	0.01%	237
2024 Q2	$256K	Sell	3,441 -1,175	-25%	-$87.7K	﹤0.01%	336
2024 Q1	$363K	Sell	4,616 -123	-3%	-$9.01K	﹤0.01%	266
2023 Q4	$328K	Buy	+4,739	New	+$289K	﹤0.01%	340
2023 Q2	–	Sell	-25,893	Closed	-$1.59M	–	252
2023 Q1	$1.59M	Buy	25,893 +17,721	+217%	+$1.16M	0.02%	158
2022 Q4	$501K	Sell	8,172 -29	-0.4%	-$1.7K	0.01%	180
2022 Q3	$473K	Buy	+8,201	New	+$631K	0.01%	174

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Morningstar Investment Services's TRU Position: Q4 2024 in Review

Morningstar Investment Services sold out of TransUnion (TRU) in Q4 2024, closing a stake of 6,948 shares — an estimated $722K sold.

Morningstar Investment Services first reported a position in TRU in Q3 2022 and held it in 7 quarters. The position peaked at $1.59M in Q1 2023. 562 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

Morningstar Investment Services reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
Morningstar Investment Services sold 6,948 TransUnion shares in Q4 2024, an estimated $722K.
Morningstar Investment Services first reported a position in TransUnion in Q3 2022 and held it in 7 quarters.
Morningstar Investment Services's TransUnion position peaked at $1.59M in Q1 2023.
562 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.