Simplicity Solutions’s TransUnion TRU Stock Holding History

Simplicity Solutions’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
2023 Q4	$889K	Sell	12,944 -2,182	-14%	-$133K	0.02%	471
2023 Q3	$1.09M	Buy	15,126 +764	+5%	+$59.9K	0.03%	395
2023 Q2	$1.12M	Buy	14,362 +1,538	+12%	+$106K	0.03%	437
2023 Q1	$797K	Buy	12,824 +744	+6%	+$48.7K	0.02%	543
2022 Q4	$686K	Buy	12,080 +3,733	+45%	+$219K	0.09%	264
2022 Q3	$497K	Sell	8,347 -84	-1%	-$6.46K	0.07%	309
2022 Q2	$674K	Buy	8,431 +850	+11%	+$73.2K	0.09%	248
2022 Q1	$783K	Sell	7,581 -6,379	-46%	-$647K	0.1%	223
2021 Q4	$1.66M	Buy	13,960 +7,678	+122%	+$880K	0.18%	145
2021 Q3	$706K	Buy	6,282 +997	+19%	+$117K	0.11%	207
2021 Q2	$580K	Buy	5,285 +1,424	+37%	+$148K	0.11%	198
2021 Q1	$347K	Buy	+3,861	New	+$348K	0.08%	284

Other funds holding TRU

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

FCM

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Simplicity Solutions's TRU Position: Q4 2023 in Review

Simplicity Solutions reduced its TransUnion (TRU) stake by 14% in Q4 2023, selling an estimated $133K and leaving 12,944 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #471.

Simplicity Solutions first reported a position in TRU in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.66M in Q4 2021. 416 funds tracked by Wall St. Rank hold TRU as of Q4 2023.

Simplicity Solutions held 12,944 shares of TransUnion worth $889K as of Q4 2023.
Simplicity Solutions sold 2,182 TransUnion shares in Q4 2023, an estimated $133K.
TransUnion made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #471 holding.
Simplicity Solutions first reported a position in TransUnion in Q1 2021 and has held it in 12 quarters since.
Simplicity Solutions's TransUnion position peaked at $1.66M in Q4 2021.
416 funds tracked by Wall St. Rank held TransUnion as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.