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Sheets Smith Wealth Management’s TransUnion TRU Stock Holding History

Sheets Smith 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
2020
Q1 		– Sell
-8,503
Closed -$723K – 324
2019
Q4 		$723K Buy
+8,503
New +$708K 0.14% 156

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sheets Smith Wealth Management's TRU Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of TransUnion (TRU) in Q1 2020, closing a stake of 8,503 shares — an estimated $723K sold.

Sheets Smith Wealth Management first reported a position in TRU in Q4 2019 and held it in 1 quarter. The position peaked at $723K in Q4 2019. 426 funds tracked by Wall St. Rank hold TRU as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining TransUnion position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 8,503 TransUnion shares in Q1 2020, an estimated $723K.
  • Sheets Smith Wealth Management first reported a position in TransUnion in Q4 2019 and held it in 1 quarter.
  • Sheets Smith Wealth Management's TransUnion position peaked at $723K in Q4 2019.
  • 426 funds tracked by Wall St. Rank held TransUnion as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.