Palestra Capital Management’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-18,556
| Closed | -$1.94M | – | 41 |
|
2024
Q3 | $1.94M | Buy |
+18,556
| New | +$1.94M | 0.06% | 36 |
|
2023
Q4 | – | Sell |
-1,019,774
| Closed | -$73.2M | – | 29 |
|
2023
Q3 | $73.2M | Buy |
1,019,774
+136,370
| +15% | +$9.79M | 3.86% | 16 |
|
2023
Q2 | $69.2M | Sell |
883,404
-254,610
| -22% | -$19.9M | 3.42% | 16 |
|
2023
Q1 | $70.7M | Buy |
+1,138,014
| New | +$70.7M | 3.8% | 16 |
|
2022
Q3 | – | Sell |
-1,978,103
| Closed | -$158M | – | 21 |
|
2022
Q2 | $158M | Buy |
1,978,103
+693,338
| +54% | +$55.5M | 7.48% | 7 |
|
2022
Q1 | $133M | Buy |
+1,284,765
| New | +$133M | 4.13% | 11 |
|
2021
Q2 | – | Sell |
-2,080,295
| Closed | -$187M | – | 40 |
|
2021
Q1 | $187M | Buy |
2,080,295
+316,554
| +18% | +$28.5M | 3.93% | 14 |
|
2020
Q4 | $175M | Sell |
1,763,741
-472,124
| -21% | -$46.8M | 3.45% | 13 |
|
2020
Q3 | $188M | Buy |
2,235,865
+1,025,900
| +85% | +$86.3M | 4.38% | 8 |
|
2020
Q2 | $105M | Buy |
+1,209,965
| New | +$105M | 2.64% | 21 |
|