Sandy Spring Bank’s TransUnion TRU Stock Holding History

Sandy Spring Bank’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
2025 Q1	–	Sell	-99	Closed	-$9.18K	–	1304
2024 Q4	$9.18K	Buy	+99	New	+$10K	﹤0.01%	869
2024 Q3	–	Sell	-47	Closed	-$3.49K	–	1311
2024 Q2	$3.49K	Buy	+47	New	+$3.51K	﹤0.01%	1031
2022 Q2	–	Sell	-185	Closed	-$19K	–	1176
2022 Q1	$19K	Hold	185	–	–	﹤0.01%	727
2021 Q4	$22K	Hold	185	–	–	﹤0.01%	748
2021 Q3	$21K	Sell	185 -25	-12%	-$2.94K	﹤0.01%	751
2021 Q2	$23K	Hold	210	–	–	﹤0.01%	751
2021 Q1	$19K	Hold	210	–	–	﹤0.01%	691
2020 Q4	$20K	Buy	210 +125	+147%	+$11.4K	﹤0.01%	645
2020 Q3	$7K	Hold	85	–	–	﹤0.01%	720
2020 Q2	$7K	Hold	85	–	–	﹤0.01%	740
2020 Q1	$6K	Sell	85 -294	-78%	-$25.4K	﹤0.01%	740
2019 Q4	$32K	Buy	379 +294	+346%	+$24.5K	﹤0.01%	540
2019 Q3	$7K	Hold	85	–	–	﹤0.01%	760
2019 Q2	$6K	Hold	85	–	–	﹤0.01%	769
2019 Q1	$6K	Buy	+85	New	+$5.26K	﹤0.01%	712

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sandy Spring Bank's TRU Position: Q1 2025 in Review

Sandy Spring Bank sold out of TransUnion (TRU) in Q1 2025, closing a stake of 99 shares — an estimated $9.18K sold.

Sandy Spring Bank first reported a position in TRU in Q1 2019 and held it in 15 quarters. The position peaked at $32K in Q4 2019. 548 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

Sandy Spring Bank reported no remaining TransUnion position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 99 TransUnion shares in Q1 2025, an estimated $9.18K.
Sandy Spring Bank first reported a position in TransUnion in Q1 2019 and held it in 15 quarters.
Sandy Spring Bank's TransUnion position peaked at $32K in Q4 2019.
548 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.