NSIM
TRUE

North Star Investment Management’s TrueCar TRUE Stock Holding History

North Star Investment Management’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,000
Closed -$142K – 1107
2017
Q3 		$142K Hold
9,000
– – 0.02% 390
2017
Q2 		$179K Buy
+9,000
New +$155K 0.02% 369

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

North Star Investment Management's TRUE Position: Q4 2017 in Review

North Star Investment Management sold out of TrueCar (TRUE) in Q4 2017, closing a stake of 9,000 shares — an estimated $142K sold.

North Star Investment Management first reported a position in TRUE in Q2 2017 and held it in 2 quarters. The position peaked at $179K in Q2 2017. 130 funds tracked by Wall St. Rank hold TRUE as of Q4 2017.

  • North Star Investment Management reported no remaining TrueCar position as of Q4 2017 after selling out during the quarter.
  • North Star Investment Management sold 9,000 TrueCar shares in Q4 2017, an estimated $142K.
  • North Star Investment Management first reported a position in TrueCar in Q2 2017 and held it in 2 quarters.
  • North Star Investment Management's TrueCar position peaked at $179K in Q2 2017.
  • 130 funds tracked by Wall St. Rank held TrueCar as of Q4 2017.

Based on North Star Investment Management's 13F filing for Q4 2017, filed 11 Jan 2018.