Stephens Inc’s TransUnion TRU Stock Holding History

Stephens Inc’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	-5,825	Closed	-$347K	–	1239
2022 Q3	$347K	Buy	+5,825	New	+$448K	0.01%	837

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

Stephens Inc's TRU Position: Q4 2022 in Review

Stephens Inc sold out of TransUnion (TRU) in Q4 2022, closing a stake of 5,825 shares — an estimated $347K sold.

Stephens Inc first reported a position in TRU in Q3 2022 and held it in 1 quarter. The position peaked at $347K in Q3 2022. 398 funds tracked by Wall St. Rank hold TRU as of Q4 2022.

Stephens Inc reported no remaining TransUnion position as of Q4 2022 after selling out during the quarter.
Stephens Inc sold 5,825 TransUnion shares in Q4 2022, an estimated $347K.
Stephens Inc first reported a position in TransUnion in Q3 2022 and held it in 1 quarter.
Stephens Inc's TransUnion position peaked at $347K in Q3 2022.
398 funds tracked by Wall St. Rank held TransUnion as of Q4 2022.

Based on Stephens Inc's 13F filing for Q4 2022, filed 25 Jan 2023.