PFO
TRU icon

Pathstone Family Office’s TransUnion TRU Stock Holding History

Pathstone Family Office’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
Q3 		$651K Buy
9,069
+1,780
+24% +$140K 0.01% 911
2023
Q2 		$571K Buy
7,289
+1,275
+21% +$88.2K 0.01% 703
2023
Q1 		$374K Sell
6,014
-6,522
-52% -$427K 0.01% 817
2022
Q4 		$712K Sell
12,536
-1,778
-12% -$104K 0.01% 939
2022
Q3 		$850K Buy
14,314
+8,908
+165% +$685K 0.01% 824
2022
Q2 		$433K Sell
5,406
-206
-4% -$17.7K 0.01% 640
2022
Q1 		$580K Buy
5,612
+592
+12% +$60.1K 0.01% 490
2021
Q4 		$596K Buy
+5,020
New +$575K 0.01% 487
2019
Q2 		– Sell
-59
Closed -$4K – 891
2019
Q1 		$4K Buy
+59
New +$3.65K ﹤0.01% 655

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return