PWM
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Perigon Wealth Management’s TransUnion TRU Stock Holding History

Perigon Wealth Management’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
2021
Q1 		– Sell
-368
Closed -$37K – 989
2020
Q4 		$37K Buy
+368
New +$33.7K ﹤0.01% 846
2018
Q2 		– Sell
-100
Closed -$6K – 559
2018
Q1 		$6K Hold
100
– – ﹤0.01% 549
2017
Q4 		$5K Hold
100
– – ﹤0.01% 541
2017
Q3 		$5K Buy
+100
New +$4.57K ﹤0.01% 560

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return

Perigon Wealth Management's TRU Position: Q1 2021 in Review

Perigon Wealth Management sold out of TransUnion (TRU) in Q1 2021, closing a stake of 368 shares — an estimated $37K sold.

Perigon Wealth Management first reported a position in TRU in Q3 2017 and held it in 4 quarters. The position peaked at $37K in Q4 2020. 436 funds tracked by Wall St. Rank hold TRU as of Q1 2021.

  • Perigon Wealth Management reported no remaining TransUnion position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 368 TransUnion shares in Q1 2021, an estimated $37K.
  • Perigon Wealth Management first reported a position in TransUnion in Q3 2017 and held it in 4 quarters.
  • Perigon Wealth Management's TransUnion position peaked at $37K in Q4 2020.
  • 436 funds tracked by Wall St. Rank held TransUnion as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.