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Rational Advisors’s TransUnion TRU Stock Holding History

Rational 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
2020
Q4 		– Sell
-72
Closed -$6K – 566
2020
Q3 		$6K Buy
+72
New +$6.22K ﹤0.01% 353
2020
Q1 		– Sell
-100
Closed -$9K – 487
2019
Q4 		$9K Hold
100
– – ﹤0.01% 460
2019
Q3 		$8K Sell
100
-18,400
-99% -$1.48M ﹤0.01% 508
2019
Q2 		$1.36M Buy
18,500
+17,700
+2,213% +$1.21M 0.48% 75
2019
Q1 		$53K Sell
800
-7,612
-90% -$471K 0.01% 313
2018
Q4 		$478K Buy
+8,412
New +$538K 0.15% 118
2017
Q1 		– Sell
-7,700
Closed -$238K – 296
2016
Q4 		$238K Buy
+7,700
New +$242K 0.23% 121

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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Rational Advisors's TRU Position: Q4 2020 in Review

Rational Advisors sold out of TransUnion (TRU) in Q4 2020, closing a stake of 72 shares — an estimated $6K sold.

Rational Advisors first reported a position in TRU in Q4 2016 and held it in 7 quarters. The position peaked at $1.36M in Q2 2019. 458 funds tracked by Wall St. Rank hold TRU as of Q4 2020.

  • Rational Advisors reported no remaining TransUnion position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 72 TransUnion shares in Q4 2020, an estimated $6K.
  • Rational Advisors first reported a position in TransUnion in Q4 2016 and held it in 7 quarters.
  • Rational Advisors's TransUnion position peaked at $1.36M in Q2 2019.
  • 458 funds tracked by Wall St. Rank held TransUnion as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.