RA
TRU icon

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 $865B AUM 30.76% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return