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Shell Asset Management’s TransUnion TRU Stock Holding History

Shell Asset 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
2025
Q3 		$570K Sell
6,808
-3,626
-35% -$329K 0.06% 322
2025
Q2 		$918K Buy
10,434
+5,925
+131% +$494K 0.03% 382
2025
Q1 		$374K Sell
4,509
-578
-11% -$52.8K 0.02% 555
2024
Q4 		$472K Sell
5,087
-241
-5% -$24.4K 0.02% 510
2024
Q3 		$558K Buy
+5,328
New +$480K 0.02% 443
2024
Q1 		$355K Sell
4,791
-4,332
-47% -$317K 0.02% 601
2023
Q4 		$627K Sell
9,123
-2,374
-21% -$145K 0.03% 440
2023
Q3 		$825K Sell
11,497
-585
-5% -$45.9K 0.03% 403
2023
Q2 		$946K Sell
12,082
-1,979
-14% -$137K 0.04% 379
2023
Q1 		$874K Sell
14,061
-98
-0.7% -$6.41K 0.04% 392
2022
Q4 		$804K Sell
14,159
-2,547
-15% -$149K 0.04% 399
2022
Q3 		$994K Sell
16,706
-4,430
-21% -$341K 0.04% 367
2022
Q2 		$1.69M Buy
21,136
+751
+4% +$64.6K 0.05% 335
2022
Q1 		$2.11M Sell
20,385
-440
-2% -$44.6K 0.05% 327
2021
Q4 		$2.47M Buy
20,825
+4,605
+28% +$528K 0.05% 314
2021
Q3 		$1.82M Buy
16,220
+1,301
+9% +$153K 0.04% 354
2021
Q2 		$1.64M Sell
14,919
-2,129
-12% -$222K 0.03% 406
2021
Q1 		$1.53M Buy
17,048
+2,119
+14% +$191K 0.03% 410
2020
Q4 		$1.48M Buy
14,929
+13,774
+1,193% +$1.26M 0.03% 431
2020
Q3 		$97K Sell
1,155
-515
-31% -$44.5K ﹤0.01% 1175
2020
Q2 		$145K Sell
1,670
-3,096
-65% -$247K ﹤0.01% 1091
2020
Q1 		$315K Sell
4,766
-2,306
-33% -$199K 0.01% 855
2019
Q4 		$605K Sell
7,072
-3,898
-36% -$325K 0.01% 790
2019
Q3 		$890K Hold
10,970
– – 0.02% 590
2019
Q2 		$806K Hold
10,970
– – 0.02% 658
2019
Q1 		$733K Hold
10,970
– – 0.02% 724
2018
Q4 		$623K Sell
10,970
-1,747
-14% -$112K 0.02% 753
2018
Q3 		$936K Buy
12,717
+2,647
+26% +$197K 0.02% 699
2018
Q2 		$721K Sell
10,070
-11,594
-54% -$773K 0.01% 821
2018
Q1 		$1.23M Sell
21,664
-6,263
-22% -$361K 0.02% 571
2017
Q4 		$1.53M Buy
+27,927
New +$1.49M 0.03% 473

Other funds holding TRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Shell Asset Management's TRU Position: Q3 2025 in Review

Shell Asset Management reduced its TransUnion (TRU) stake by 35% in Q3 2025, selling an estimated $329K and leaving 6,808 shares worth $570K. The position accounts for 0.06% of the portfolio, ranked #322.

Shell Asset Management first reported a position in TRU in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.47M in Q4 2021. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

  • Shell Asset Management held 6,808 shares of TransUnion worth $570K as of Q3 2025.
  • Shell Asset Management sold 3,626 TransUnion shares in Q3 2025, an estimated $329K.
  • TransUnion made up 0.06% of Shell Asset Management's portfolio in Q3 2025, its #322 holding.
  • Shell Asset Management first reported a position in TransUnion in Q4 2017 and has held it in 31 quarters since.
  • Shell Asset Management's TransUnion position peaked at $2.47M in Q4 2021.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.