Patriot Financial Group Insurance Agency’s TransUnion TRU Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-308	Closed	-$25K	–	1828
2022 Q2	$25K	Sell	308 -9	-3%	-$775	0.01%	939
2022 Q1	$33K	Sell	317 -3	-0.9%	-$304	0.01%	907
2021 Q4	$38K	Hold	320	–	–	0.01%	977
2021 Q3	$36K	Buy	320 +24	+8%	+$2.82K	0.01%	998
2021 Q2	$33K	Sell	296 -100	-25%	-$10.4K	0.01%	990
2021 Q1	$36K	Buy	396 +250	+171%	+$22.6K	0.01%	889
2020 Q4	$14K	Buy	146 +65	+80%	+$5.95K	﹤0.01%	1115
2020 Q3	$7K	Buy	81 +70	+636%	+$6.04K	﹤0.01%	1155
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	1590
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	1501
2019 Q4	$1K	Buy	11 +2	+22%	+$167	﹤0.01%	1260
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	1241
2019 Q2	$1K	Buy	9 +2	+29%	+$137	﹤0.01%	1343
2019 Q1	$0	Buy	+7	New	+$433	﹤0.01%	1308

Other funds holding TRU

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's TRU Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of TransUnion (TRU) in Q3 2022, closing a stake of 308 shares — an estimated $25K sold.

Patriot Financial Group Insurance Agency first reported a position in TRU in Q1 2019 and held it in 14 quarters. The position peaked at $38K in Q4 2021. 425 funds tracked by Wall St. Rank hold TRU as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining TransUnion position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 308 TransUnion shares in Q3 2022, an estimated $25K.
Patriot Financial Group Insurance Agency first reported a position in TransUnion in Q1 2019 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's TransUnion position peaked at $38K in Q4 2021.
425 funds tracked by Wall St. Rank held TransUnion as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.