Occudo Quantitative Strategies’s TransUnion TRU Stock Holding History

Occudo Quantitative Strategies’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
2025 Q4	–	Sell	-5,787	Closed	-$485K	–	911
2025 Q3	$485K	Buy	+5,787	New	+$525K	0.06%	406
2025 Q2	–	Sell	-9,144	Closed	-$752K	–	894
2025 Q1	$752K	Sell	9,144 -566	-6%	-$51.7K	0.1%	284
2024 Q4	$900K	Buy	+9,710	New	+$984K	0.16%	190
2023 Q2	–	Sell	-22,086	Closed	-$1.37M	–	1289
2023 Q1	$1.37M	Sell	22,086 -6,835	-24%	-$447K	0.12%	236
2022 Q4	$1.64M	Sell	28,921 -71,122	-71%	-$4.17M	0.19%	160
2022 Q3	$5.95M	Buy	100,043 +83,806	+516%	+$6.44M	0.46%	18
2022 Q2	$1.3M	Buy	+16,237	New	+$1.4M	0.11%	294
2022 Q1	–	Sell	-31,992	Closed	-$3.79M	–	1333
2021 Q4	$3.79M	Buy	31,992 +5,492	+21%	+$629K	0.34%	57
2021 Q3	$2.98M	Buy	+26,500	New	+$3.12M	0.36%	39
2021 Q2	–	Sell	-9,919	Closed	-$893K	–	1059
2021 Q1	$893K	Buy	+9,919	New	+$895K	0.2%	155

Other funds holding TRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Occudo Quantitative Strategies's TRU Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of TransUnion (TRU) in Q4 2025, closing a stake of 5,787 shares — an estimated $485K sold.

Occudo Quantitative Strategies first reported a position in TRU in Q1 2021 and held it in 10 quarters. The position peaked at $5.95M in Q3 2022. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

Occudo Quantitative Strategies reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 5,787 TransUnion shares in Q4 2025, an estimated $485K.
Occudo Quantitative Strategies first reported a position in TransUnion in Q1 2021 and held it in 10 quarters.
Occudo Quantitative Strategies's TransUnion position peaked at $5.95M in Q3 2022.
587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.