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Pinion Investment Advisors’s TransUnion TRU Stock Holding History

Pinion Investment Advisors’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
Q4 		– Sell
-6,414
Closed -$382K – 157
2022
Q3 		$382K Hold
6,414
– – 0.33% 95
2022
Q2 		$513K Sell
6,414
-94
-1% -$8.09K 0.43% 75
2022
Q1 		$673K Hold
6,508
– – 0.47% 64
2021
Q4 		$772K Buy
6,508
+25
+0.4% +$2.87K 0.52% 58
2021
Q3 		$728K Buy
6,483
+21
+0.3% +$2.47K 0.59% 52
2021
Q2 		$710K Buy
6,462
+55
+0.9% +$5.73K 0.57% 54
2021
Q1 		$577K Buy
6,407
+1,369
+27% +$123K 0.53% 65
2020
Q4 		$500K Buy
+5,038
New +$461K 0.53% 65

Other funds holding TRU

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
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
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinion Investment Advisors's TRU Position: Q4 2022 in Review

Pinion Investment Advisors sold out of TransUnion (TRU) in Q4 2022, closing a stake of 6,414 shares — an estimated $382K sold.

Pinion Investment Advisors first reported a position in TRU in Q4 2020 and held it in 8 quarters. The position peaked at $772K in Q4 2021. 398 funds tracked by Wall St. Rank hold TRU as of Q4 2022.

  • Pinion Investment Advisors reported no remaining TransUnion position as of Q4 2022 after selling out during the quarter.
  • Pinion Investment Advisors sold 6,414 TransUnion shares in Q4 2022, an estimated $382K.
  • Pinion Investment Advisors first reported a position in TransUnion in Q4 2020 and held it in 8 quarters.
  • Pinion Investment Advisors's TransUnion position peaked at $772K in Q4 2021.
  • 398 funds tracked by Wall St. Rank held TransUnion as of Q4 2022.

Based on Pinion Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.