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Petrus Trust Company’s TransUnion TRU Stock Holding History

Petrus Trust Company’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
-5,285
Closed -$553K – 746
2024
Q3 		$553K Sell
5,285
-1,245
-19% -$112K 0.05% 175
2024
Q2 		$484K Buy
6,530
+2,114
+48% +$158K 0.05% 241
2024
Q1 		$352K Buy
4,416
+1,419
+47% +$104K 0.03% 368
2023
Q4 		$206K Buy
+2,997
New +$182K 0.02% 558
2023
Q2 		– Sell
-11,747
Closed -$730K – 743
2023
Q1 		$730K Buy
+11,747
New +$769K 0.09% 34
2020
Q1 		– Sell
-2,509
Closed -$215K – 317
2019
Q4 		$215K Buy
+2,509
New +$209K 0.03% 232
2017
Q4 		– Sell
-5,715
Closed -$270K – 210
2017
Q3 		$270K Buy
+5,715
New +$261K 0.06% 108

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

Petrus Trust Company's TRU Position: Q4 2024 in Review

Petrus Trust Company sold out of TransUnion (TRU) in Q4 2024, closing a stake of 5,285 shares — an estimated $553K sold.

Petrus Trust Company first reported a position in TRU in Q3 2017 and held it in 7 quarters. The position peaked at $730K in Q1 2023. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

  • Petrus Trust Company reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
  • Petrus Trust Company sold 5,285 TransUnion shares in Q4 2024, an estimated $553K.
  • Petrus Trust Company first reported a position in TransUnion in Q3 2017 and held it in 7 quarters.
  • Petrus Trust Company's TransUnion position peaked at $730K in Q1 2023.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.