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Sowell Financial Services’s TransUnion TRU Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,405
Closed -$148K – 2537
2021
Q1 		$148K Buy
1,405
+1,276
+989% +$115K 0.01% 1197
2020
Q4 		$13K Sell
129
-39
-23% -$3.57K ﹤0.01% 1926
2020
Q3 		$14K Sell
168
-320
-66% -$27.6K ﹤0.01% 1709
2020
Q2 		$42K Buy
488
+210
+76% +$16.8K ﹤0.01% 1214
2020
Q1 		$18K Buy
278
+33
+13% +$2.85K ﹤0.01% 1434
2019
Q4 		$21K Sell
245
-48
-16% -$4K ﹤0.01% 1430
2019
Q3 		$24K Buy
+293
New +$23.6K ﹤0.01% 1221

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's TRU Position: Q2 2021 in Review

Sowell Financial Services sold out of TransUnion (TRU) in Q2 2021, closing a stake of 1,405 shares — an estimated $148K sold.

Sowell Financial Services first reported a position in TRU in Q3 2019 and held it in 7 quarters. The position peaked at $148K in Q1 2021. 440 funds tracked by Wall St. Rank hold TRU as of Q2 2021.

  • Sowell Financial Services reported no remaining TransUnion position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,405 TransUnion shares in Q2 2021, an estimated $148K.
  • Sowell Financial Services first reported a position in TransUnion in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's TransUnion position peaked at $148K in Q1 2021.
  • 440 funds tracked by Wall St. Rank held TransUnion as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.