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Richard Bernstein Advisors’s TransUnion TRU Stock Holding History

Richard Bernstein 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
2023
Q4 		– Sell
-38,643
Closed -$2.77M – 231
2023
Q3 		$2.77M Buy
+38,643
New +$3.03M 0.06% 136

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

Richard Bernstein Advisors's TRU Position: Q4 2023 in Review

Richard Bernstein Advisors sold out of TransUnion (TRU) in Q4 2023, closing a stake of 38,643 shares — an estimated $2.77M sold.

Richard Bernstein Advisors first reported a position in TRU in Q3 2023 and held it in 1 quarter. The position peaked at $2.77M in Q3 2023. 416 funds tracked by Wall St. Rank hold TRU as of Q4 2023.

  • Richard Bernstein Advisors reported no remaining TransUnion position as of Q4 2023 after selling out during the quarter.
  • Richard Bernstein Advisors sold 38,643 TransUnion shares in Q4 2023, an estimated $2.77M.
  • Richard Bernstein Advisors first reported a position in TransUnion in Q3 2023 and held it in 1 quarter.
  • Richard Bernstein Advisors's TransUnion position peaked at $2.77M in Q3 2023.
  • 416 funds tracked by Wall St. Rank held TransUnion as of Q4 2023.

Based on Richard Bernstein Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.