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Rothschild & Co Wealth Management (UK)’s TransUnion TRU Stock Holding History

Rothschild & Co Wealth Management (UK)’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
Q3 		– Sell
-216
Closed -$17K – 40
2022
Q2 		$17K Buy
+216
New +$18.6K ﹤0.01% 35

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FCM
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Wellington Management Group
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IFP
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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

Rothschild & Co Wealth Management (UK)'s TRU Position: Q3 2022 in Review

Rothschild & Co Wealth Management (UK) sold out of TransUnion (TRU) in Q3 2022, closing a stake of 216 shares — an estimated $17K sold.

Rothschild & Co Wealth Management (UK) first reported a position in TRU in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 424 funds tracked by Wall St. Rank hold TRU as of Q3 2022.

  • Rothschild & Co Wealth Management (UK) reported no remaining TransUnion position as of Q3 2022 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 216 TransUnion shares in Q3 2022, an estimated $17K.
  • Rothschild & Co Wealth Management (UK) first reported a position in TransUnion in Q2 2022 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s TransUnion position peaked at $17K in Q2 2022.
  • 424 funds tracked by Wall St. Rank held TransUnion as of Q3 2022.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2022, filed 27 Oct 2022.