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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Simon Quick Advisors's TRU Position: Q4 2020 in Review

Simon Quick Advisors sold out of TransUnion (TRU) in Q4 2020, closing a stake of 950 shares — an estimated $80K sold.

Simon Quick Advisors first reported a position in TRU in Q3 2017 and held it in 11 quarters. The position peaked at $139K in Q2 2018. 458 funds tracked by Wall St. Rank hold TRU as of Q4 2020.

Simon Quick Advisors reported no remaining TransUnion position as of Q4 2020 after selling out during the quarter.
Simon Quick Advisors sold 950 TransUnion shares in Q4 2020, an estimated $80K.
Simon Quick Advisors first reported a position in TransUnion in Q3 2017 and held it in 11 quarters.
Simon Quick Advisors's TransUnion position peaked at $139K in Q2 2018.
458 funds tracked by Wall St. Rank held TransUnion as of Q4 2020.

Based on Simon Quick Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.