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Plante Moran Financial Advisors’s TransUnion TRU Stock Holding History

Plante Moran Financial 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
2021
Q2 		– Sell
-11
Closed -$1K – 1087
2021
Q1 		$1K Buy
11
+2
+22% +$180 ﹤0.01% 979
2020
Q4 		$1K Buy
+9
New +$824 ﹤0.01% 857
2018
Q3 		– Sell
-274
Closed -$20K – 845
2018
Q2 		$20K Hold
274
– – 0.01% 474
2018
Q1 		$16K Hold
274
– – 0.01% 544
2017
Q4 		$15K Hold
274
– – 0.01% 539
2017
Q3 		$13K Buy
+274
New +$12.5K 0.01% 514

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 $3.38T AUM 44.17% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Plante Moran Financial Advisors's TRU Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of TransUnion (TRU) in Q2 2021, closing a stake of 11 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in TRU in Q3 2017 and held it in 6 quarters. The position peaked at $20K in Q2 2018. 440 funds tracked by Wall St. Rank hold TRU as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining TransUnion position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 11 TransUnion shares in Q2 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in TransUnion in Q3 2017 and held it in 6 quarters.
  • Plante Moran Financial Advisors's TransUnion position peaked at $20K in Q2 2018.
  • 440 funds tracked by Wall St. Rank held TransUnion as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.