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P.J. Schmidt Investment Management (PJS)’s TransUnion TRU Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
Q4 		– Sell
-2,050
Closed -$215K – 189
2024
Q3 		$215K Buy
+2,050
New +$185K 0.04% 181
2024
Q1 		– Sell
-7,705
Closed -$522K – 184
2023
Q4 		$522K Sell
7,705
-800
-9% -$48.7K 0.1% 102
2023
Q3 		$564K Sell
8,505
-95
-1% -$7.45K 0.12% 95
2023
Q2 		$699K Sell
8,600
-400
-4% -$27.7K 0.14% 88
2023
Q1 		$606K Sell
9,000
-2,654
-23% -$174K 0.13% 94
2022
Q4 		$661K Sell
11,654
-314
-3% -$18.4K 0.15% 84
2022
Q3 		$668K Buy
11,968
+834
+7% +$64.1K 0.16% 86
2022
Q2 		$880K Sell
11,134
-857
-7% -$73.8K 0.19% 81
2022
Q1 		$1.05M Sell
11,991
-124
-1% -$12.6K 0.23% 75
2021
Q4 		$1.25M Buy
12,115
+477
+4% +$54.7K 0.25% 75
2021
Q3 		$1.32M Buy
11,638
+195
+2% +$22.9K 0.26% 68
2021
Q2 		$1.32M Sell
11,443
-2
-0% -$209 0.26% 69
2021
Q1 		$1.2M Buy
11,445
+685
+6% +$61.8K 0.25% 74
2020
Q4 		$937K Buy
10,760
+424
+4% +$38.8K 0.21% 84
2020
Q3 		$833K Sell
10,336
-32
-0.3% -$2.76K 0.2% 79
2020
Q2 		$902K Sell
10,368
-354
-3% -$28.3K 0.27% 62
2020
Q1 		$710K Buy
10,722
+54
+0.5% +$4.66K 0.25% 68
2019
Q4 		$913K Sell
10,668
-482
-4% -$40.1K 0.24% 73
2019
Q3 		$904K Sell
11,150
-441
-4% -$35.5K 0.26% 73
2019
Q2 		$852K Sell
11,591
-100
-0.9% -$6.84K 0.25% 73
2019
Q1 		$781K Buy
11,691
+729
+7% +$45.1K 0.23% 77
2018
Q4 		$623K Buy
10,962
+175
+2% +$11.2K 0.2% 81
2018
Q3 		$794K Buy
10,787
+200
+2% +$14.9K 0.22% 77
2018
Q2 		$758K Buy
10,587
+950
+10% +$63.3K 0.22% 79
2018
Q1 		$547K Buy
9,637
+945
+11% +$54.5K 0.16% 91
2017
Q4 		$478K Hold
8,692
– – 0.14% 93
2017
Q3 		$411K Buy
8,692
+3,370
+63% +$154K 0.12% 102
2017
Q2 		$230K Buy
+5,322
New +$221K 0.07% 118

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s TRU Position: Q4 2024 in Review

P.J. Schmidt Investment Management (PJS) sold out of TransUnion (TRU) in Q4 2024, closing a stake of 2,050 shares — an estimated $215K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in TRU in Q2 2017 and held it in 28 quarters. The position peaked at $1.32M in Q2 2021. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

  • P.J. Schmidt Investment Management (PJS) reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 2,050 TransUnion shares in Q4 2024, an estimated $215K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in TransUnion in Q2 2017 and held it in 28 quarters.
  • P.J. Schmidt Investment Management (PJS)'s TransUnion position peaked at $1.32M in Q2 2021.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q4 2024, filed 27 Jan 2025.