SQA
TRU icon

Simon Quick Advisors’s TransUnion TRU Stock Holding History

Simon Quick Advisors’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
Q4 		– Sell
-950
Closed -$80K – 549
2020
Q3 		$80K Hold
950
– – 0.02% 152
2020
Q2 		$83K Hold
950
– – 0.03% 145
2020
Q1 		$63K Sell
950
-23
-2% -$1.99K 0.02% 169
2019
Q4 		$83K Sell
973
-252
-21% -$21K 0.03% 162
2019
Q3 		$99K Buy
+1,225
New +$98.5K 0.04% 119
2019
Q2 		– Sell
-1,550
Closed -$104K – 587
2019
Q1 		$104K Hold
1,550
– – 0.04% 115
2018
Q4 		$88K Buy
1,550
+275
+22% +$17.6K 0.03% 124
2018
Q3 		$94K Sell
1,275
-675
-35% -$50.2K 0.04% 122
2018
Q2 		$139K Buy
+1,950
New +$130K 0.06% 96
2018
Q1 		– Sell
-1,950
Closed -$116K – 415
2017
Q4 		$116K Hold
1,950
– – 0.05% 139
2017
Q3 		$92K Buy
+1,950
New +$89.2K 0.03% 202

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return