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Oakbrook Investments’s TransUnion TRU Stock Holding History

Oakbrook 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
2020
Q1 		– Sell
-7,000
Closed -$599K – 479
2019
Q4 		$599K Sell
7,000
-3,200
-31% -$267K 0.12% 279
2019
Q3 		$827K Buy
10,200
+600
+6% +$48.2K 0.05% 279
2019
Q2 		$706K Buy
9,600
+4,650
+94% +$318K 0.04% 325
2019
Q1 		$331K Hold
4,950
– – 0.02% 480
2018
Q4 		$281K Sell
4,950
-680
-12% -$43.5K 0.02% 486
2018
Q3 		$414K Buy
5,630
+300
+6% +$22.3K 0.02% 480
2018
Q2 		$382K Buy
5,330
+1,710
+47% +$114K 0.02% 405
2018
Q1 		$206K Buy
+3,620
New +$209K 0.01% 548

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Oakbrook Investments's TRU Position: Q1 2020 in Review

Oakbrook Investments sold out of TransUnion (TRU) in Q1 2020, closing a stake of 7,000 shares — an estimated $599K sold.

Oakbrook Investments first reported a position in TRU in Q1 2018 and held it in 8 quarters. The position peaked at $827K in Q3 2019. 426 funds tracked by Wall St. Rank hold TRU as of Q1 2020.

  • Oakbrook Investments reported no remaining TransUnion position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 7,000 TransUnion shares in Q1 2020, an estimated $599K.
  • Oakbrook Investments first reported a position in TransUnion in Q1 2018 and held it in 8 quarters.
  • Oakbrook Investments's TransUnion position peaked at $827K in Q3 2019.
  • 426 funds tracked by Wall St. Rank held TransUnion as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.