Symmetry Partners’s TransUnion TRU Stock Holding History

Symmetry Partners’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	–	Sell	-3,366	Closed	-$264K	–	579
2023 Q2	$264K	Hold	3,366	–	–	0.01%	493
2023 Q1	$209K	Buy	+3,366	New	+$220K	0.01%	532
2022 Q4	–	Sell	-3,366	Closed	-$200K	–	557
2022 Q3	$200K	Sell	3,366 -1,865	-36%	-$143K	0.01%	530
2022 Q2	$418K	Sell	5,231 -352	-6%	-$30.3K	0.03%	364
2022 Q1	$577K	Hold	5,583	–	–	0.04%	328
2021 Q4	$662K	Hold	5,583	–	–	0.04%	313
2021 Q3	$640K	Hold	5,583	–	–	0.04%	329
2021 Q2	$613K	Hold	5,583	–	–	0.04%	353
2021 Q1	$502K	Hold	5,583	–	–	0.04%	395
2020 Q4	$554K	Hold	5,583	–	–	0.04%	341
2020 Q3	$470K	Buy	+5,583	New	+$482K	0.04%	348

Other funds holding TRU

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Symmetry Partners's TRU Position: Q3 2023 in Review

Symmetry Partners sold out of TransUnion (TRU) in Q3 2023, closing a stake of 3,366 shares — an estimated $264K sold.

Symmetry Partners first reported a position in TRU in Q3 2020 and held it in 11 quarters. The position peaked at $662K in Q4 2021. 424 funds tracked by Wall St. Rank hold TRU as of Q3 2023.

Symmetry Partners reported no remaining TransUnion position as of Q3 2023 after selling out during the quarter.
Symmetry Partners sold 3,366 TransUnion shares in Q3 2023, an estimated $264K.
Symmetry Partners first reported a position in TransUnion in Q3 2020 and held it in 11 quarters.
Symmetry Partners's TransUnion position peaked at $662K in Q4 2021.
424 funds tracked by Wall St. Rank held TransUnion as of Q3 2023.

Based on Symmetry Partners's 13F filing for Q3 2023, filed 10 Oct 2023.