P2P
TRU icon

Phase 2 Partners’s TransUnion TRU Stock Holding History

Phase 2 Partners’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
Q4 		– Sell
-132,176
Closed -$9.49M – 30
2023
Q3 		$9.49M Buy
132,176
+33,029
+33% +$2.59M 4.19% 15
2023
Q2 		$7.77M Sell
99,147
-41,022
-29% -$2.84M 3.52% 18
2023
Q1 		$8.71M Sell
140,169
-88,375
-39% -$5.78M 3.76% 13
2022
Q4 		$13M Buy
228,544
+117,672
+106% +$6.9M 5.86% 9
2022
Q3 		$6.6M Buy
+110,872
New +$8.53M 3.13% 19

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Phase 2 Partners's TRU Position: Q4 2023 in Review

Phase 2 Partners sold out of TransUnion (TRU) in Q4 2023, closing a stake of 132,176 shares — an estimated $9.49M sold.

Phase 2 Partners first reported a position in TRU in Q3 2022 and held it in 5 quarters. The position peaked at $13M in Q4 2022. 416 funds tracked by Wall St. Rank hold TRU as of Q4 2023.

  • Phase 2 Partners reported no remaining TransUnion position as of Q4 2023 after selling out during the quarter.
  • Phase 2 Partners sold 132,176 TransUnion shares in Q4 2023, an estimated $9.49M.
  • Phase 2 Partners first reported a position in TransUnion in Q3 2022 and held it in 5 quarters.
  • Phase 2 Partners's TransUnion position peaked at $13M in Q4 2022.
  • 416 funds tracked by Wall St. Rank held TransUnion as of Q4 2023.

Based on Phase 2 Partners's 13F filing for Q4 2023, filed 14 Feb 2024.