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Newfound Research’s TransUnion TRU Stock Holding History

Newfound Research’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
Q2 		– Sell
-922
Closed -$95K – 148
2022
Q1 		$95K Buy
922
+79
+9% +$8.02K 0.12% 103
2021
Q4 		$100K Buy
+843
New +$96.6K 0.12% 95

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Newfound Research's TRU Position: Q2 2022 in Review

Newfound Research sold out of TransUnion (TRU) in Q2 2022, closing a stake of 922 shares — an estimated $95K sold.

Newfound Research first reported a position in TRU in Q4 2021 and held it in 2 quarters. The position peaked at $100K in Q4 2021. 430 funds tracked by Wall St. Rank hold TRU as of Q2 2022.

  • Newfound Research reported no remaining TransUnion position as of Q2 2022 after selling out during the quarter.
  • Newfound Research sold 922 TransUnion shares in Q2 2022, an estimated $95K.
  • Newfound Research first reported a position in TransUnion in Q4 2021 and held it in 2 quarters.
  • Newfound Research's TransUnion position peaked at $100K in Q4 2021.
  • 430 funds tracked by Wall St. Rank held TransUnion as of Q2 2022.

Based on Newfound Research's 13F filing for Q2 2022, filed 15 Jul 2022.