TCWP’s TransUnion TRU Stock Holding History

TCWP’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 Q2	–	Sell	-225	Closed	-$23K	–	1616
2022 Q1	$23K	Buy	+225	New	+$22.8K	﹤0.01%	672

Other funds holding TRU

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

IFP

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

TCWP's TRU Position: Q2 2022 in Review

TCWP sold out of TransUnion (TRU) in Q2 2022, closing a stake of 225 shares — an estimated $23K sold.

TCWP first reported a position in TRU in Q1 2022 and held it in 1 quarter. The position peaked at $23K in Q1 2022. 429 funds tracked by Wall St. Rank hold TRU as of Q2 2022.

TCWP reported no remaining TransUnion position as of Q2 2022 after selling out during the quarter.
TCWP sold 225 TransUnion shares in Q2 2022, an estimated $23K.
TCWP first reported a position in TransUnion in Q1 2022 and held it in 1 quarter.
TCWP's TransUnion position peaked at $23K in Q1 2022.
429 funds tracked by Wall St. Rank held TransUnion as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.