Standard Family Office’s TransUnion TRU Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-1,000	Closed	-$59K	–	410
2022 Q3	$59K	Hold	1,000	–	–	0.03%	113
2022 Q2	$80K	Buy	1,000 +539	+117%	+$46.4K	0.79%	37
2022 Q1	$48K	Buy	461 +211	+84%	+$21.4K	0.01%	59
2021 Q4	$30K	Buy	+250	New	+$28.7K	0.27%	76
2021 Q3	–	Sell	-3,261	Closed	-$358K	–	484
2021 Q2	$358K	Hold	3,261	–	–	0.07%	106
2021 Q1	$293K	Sell	3,261 -4	-0.1%	-$361	0.07%	98
2020 Q4	$324K	Buy	+3,265	New	+$299K	0.08%	93

Other funds holding TRU

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

IFP

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

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

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

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

Standard Family Office's TRU Position: Q4 2022 in Review

Standard Family Office sold out of TransUnion (TRU) in Q4 2022, closing a stake of 1,000 shares — an estimated $59K sold.

Standard Family Office first reported a position in TRU in Q4 2020 and held it in 7 quarters. The position peaked at $358K in Q2 2021. 398 funds tracked by Wall St. Rank hold TRU as of Q4 2022.

Standard Family Office reported no remaining TransUnion position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 1,000 TransUnion shares in Q4 2022, an estimated $59K.
Standard Family Office first reported a position in TransUnion in Q4 2020 and held it in 7 quarters.
Standard Family Office's TransUnion position peaked at $358K in Q2 2021.
398 funds tracked by Wall St. Rank held TransUnion as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.