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Ritholtz Wealth Management’s TransUnion TRU Stock Holding History

Ritholtz Wealth Management’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
-4,573
Closed -$272K – 731
2022
Q3 		$272K Buy
+4,573
New +$352K 0.01% 572

Other funds holding TRU

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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

Ritholtz Wealth Management's TRU Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of TransUnion (TRU) in Q4 2022, closing a stake of 4,573 shares — an estimated $272K sold.

Ritholtz Wealth Management first reported a position in TRU in Q3 2022 and held it in 1 quarter. The position peaked at $272K in Q3 2022. 398 funds tracked by Wall St. Rank hold TRU as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining TransUnion position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,573 TransUnion shares in Q4 2022, an estimated $272K.
  • Ritholtz Wealth Management first reported a position in TransUnion in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's TransUnion position peaked at $272K in Q3 2022.
  • 398 funds tracked by Wall St. Rank held TransUnion as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.