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Northwest & Ethical Investments’s TransUnion TRU Stock Holding History

Northwest & Ethical Investments’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
Q3 		– Sell
-1,300
Closed -$96.4K – 540
2024
Q2 		$96.4K Hold
1,300
– – ﹤0.01% 451
2024
Q1 		$104K Buy
+1,300
New +$95.3K ﹤0.01% 442

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwest & Ethical Investments's TRU Position: Q3 2024 in Review

Northwest & Ethical Investments sold out of TransUnion (TRU) in Q3 2024, closing a stake of 1,300 shares — an estimated $96.4K sold.

Northwest & Ethical Investments first reported a position in TRU in Q1 2024 and held it in 2 quarters. The position peaked at $104K in Q1 2024. 516 funds tracked by Wall St. Rank hold TRU as of Q3 2024.

  • Northwest & Ethical Investments reported no remaining TransUnion position as of Q3 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,300 TransUnion shares in Q3 2024, an estimated $96.4K.
  • Northwest & Ethical Investments first reported a position in TransUnion in Q1 2024 and held it in 2 quarters.
  • Northwest & Ethical Investments's TransUnion position peaked at $104K in Q1 2024.
  • 516 funds tracked by Wall St. Rank held TransUnion as of Q3 2024.

Based on Northwest & Ethical Investments's 13F filing for Q3 2024, filed 14 Nov 2024.