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Oak Ridge Investments’s TransUnion TRU Stock Holding History

Oak Ridge 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
2023
Q1 		– Sell
-26,379
Closed -$1.5M – 155
2022
Q4 		$1.5M Sell
26,379
-1,320
-5% -$77.4K 0.22% 109
2022
Q3 		$1.65M Sell
27,699
-7,857
-22% -$604K 0.25% 110
2022
Q2 		$2.84M Sell
35,556
-332
-0.9% -$28.6K 0.41% 77
2022
Q1 		$3.71M Sell
35,888
-1,599
-4% -$162K 0.41% 76
2021
Q4 		$4.45M Sell
37,487
-6,608
-15% -$757K 0.38% 82
2021
Q3 		$4.95M Buy
44,095
+30,959
+236% +$3.64M 0.44% 77
2021
Q2 		$1.44M Buy
13,136
+2,456
+23% +$256K 0.13% 121
2021
Q1 		$961K Sell
10,680
-633
-6% -$57.1K 0.09% 135
2020
Q4 		$1.12M Sell
11,313
-305
-3% -$27.9K 0.1% 140
2020
Q3 		$977K Buy
11,618
+1,122
+11% +$96.9K 0.08% 143
2020
Q2 		$914K Sell
10,496
-2,984
-22% -$238K 0.08% 135
2020
Q1 		$892K Sell
13,480
-164
-1% -$14.2K 0.09% 120
2019
Q4 		$1.17M Sell
13,644
-4,075
-23% -$339K 0.09% 124
2019
Q3 		$1.44M Sell
17,719
-125
-0.7% -$10K 0.11% 118
2019
Q2 		$1.31M Sell
17,844
-34,937
-66% -$2.39M 0.09% 117
2019
Q1 		$3.53M Sell
52,781
-2,076
-4% -$129K 0.22% 112
2018
Q4 		$3.12M Sell
54,857
-798
-1% -$51K 0.22% 113
2018
Q3 		$4.09M Sell
55,655
-2,128
-4% -$158K 0.23% 107
2018
Q2 		$4.14M Sell
57,783
-1,183
-2% -$78.9K 0.23% 108
2018
Q1 		$3.35M Buy
58,966
+8,052
+16% +$464K 0.19% 115
2017
Q4 		$2.8M Sell
50,914
-8,053
-14% -$429K 0.13% 124
2017
Q3 		$2.79M Buy
+58,967
New +$2.7M 0.11% 126

Other funds holding TRU

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oak Ridge Investments's TRU Position: Q1 2023 in Review

Oak Ridge Investments sold out of TransUnion (TRU) in Q1 2023, closing a stake of 26,379 shares — an estimated $1.5M sold.

Oak Ridge Investments first reported a position in TRU in Q3 2017 and held it in 22 quarters. The position peaked at $4.95M in Q3 2021. 392 funds tracked by Wall St. Rank hold TRU as of Q1 2023.

  • Oak Ridge Investments reported no remaining TransUnion position as of Q1 2023 after selling out during the quarter.
  • Oak Ridge Investments sold 26,379 TransUnion shares in Q1 2023, an estimated $1.5M.
  • Oak Ridge Investments first reported a position in TransUnion in Q3 2017 and held it in 22 quarters.
  • Oak Ridge Investments's TransUnion position peaked at $4.95M in Q3 2021.
  • 392 funds tracked by Wall St. Rank held TransUnion as of Q1 2023.

Based on Oak Ridge Investments's 13F filing for Q1 2023, filed 14 Apr 2023.