SW
TRU icon

Simplicity Wealth’s TransUnion TRU Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-15,295
Closed -$1.13M – 1143
2024
Q2 		$1.13M Buy
15,295
+708
+5% +$52.8K 0.03% 494
2024
Q1 		$1.16M Buy
+14,587
New +$1.07M 0.03% 476

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Wealth's TRU Position: Q3 2024 in Review

Simplicity Wealth sold out of TransUnion (TRU) in Q3 2024, closing a stake of 15,295 shares — an estimated $1.13M sold.

Simplicity Wealth first reported a position in TRU in Q1 2024 and held it in 2 quarters. The position peaked at $1.16M in Q1 2024. 516 funds tracked by Wall St. Rank hold TRU as of Q3 2024.

  • Simplicity Wealth reported no remaining TransUnion position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 15,295 TransUnion shares in Q3 2024, an estimated $1.13M.
  • Simplicity Wealth first reported a position in TransUnion in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's TransUnion position peaked at $1.16M in Q1 2024.
  • 516 funds tracked by Wall St. Rank held TransUnion as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.