NewEdge Wealth’s TransUnion TRU Stock Holding History

NewEdge 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 Q3	–	Sell	-2,519	Closed	-$202K	–	595
2022 Q2	$202K	Buy	+2,519	New	+$217K	0.01%	530

Other funds holding TRU

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

FCM

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

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

NewEdge Wealth's TRU Position: Q3 2022 in Review

NewEdge Wealth sold out of TransUnion (TRU) in Q3 2022, closing a stake of 2,519 shares — an estimated $202K sold.

NewEdge Wealth first reported a position in TRU in Q2 2022 and held it in 1 quarter. The position peaked at $202K in Q2 2022. 424 funds tracked by Wall St. Rank hold TRU as of Q3 2022.

NewEdge Wealth reported no remaining TransUnion position as of Q3 2022 after selling out during the quarter.
NewEdge Wealth sold 2,519 TransUnion shares in Q3 2022, an estimated $202K.
NewEdge Wealth first reported a position in TransUnion in Q2 2022 and held it in 1 quarter.
NewEdge Wealth's TransUnion position peaked at $202K in Q2 2022.
424 funds tracked by Wall St. Rank held TransUnion as of Q3 2022.

Based on NewEdge Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.