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Steward Financial Group’s TransUnion TRU Stock Holding History

Steward Financial Group’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
Q3 		$5K Buy
+82
New +$6.43K ﹤0.01% 657
2023
Q2 		– Sell
-71
Closed -$4K – 968
2023
Q1 		$4K Buy
71
+55
+344% +$3.6K ﹤0.01% 374
2022
Q4 		$0 Buy
+16
New +$938 ﹤0.01% 809
2022
Q3 		– Sell
-4
Closed – – 1216
2022
Q2 		$0 Buy
+4
New +$344 ﹤0.01% 1374

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steward Financial Group's TRU Position: Q3 2023 in Review

Steward Financial Group opened a new position in TransUnion (TRU) in Q3 2023: 82 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TRU as recently as Q1 2023.

Steward Financial Group first reported a position in TRU in Q2 2022 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold TRU as of Q3 2023.

  • Steward Financial Group held 82 shares of TransUnion worth $5K as of Q3 2023.
  • TransUnion was a new Steward Financial Group position in Q3 2023.
  • TransUnion made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #657 holding.
  • Steward Financial Group first reported a position in TransUnion in Q2 2022 and has held it in 4 quarters since.
  • 424 funds tracked by Wall St. Rank held TransUnion as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.