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Tiverton Asset Management’s TransUnion TRU Stock Holding History

Tiverton Asset Management’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
2019
Q3 		$370K Sell
4,563
-3,730
-45% -$300K 0.01% 460
2019
Q2 		$610K Buy
8,293
+2,442
+42% +$167K 0.02% 345
2019
Q1 		$391K Buy
+5,851
New +$362K 0.02% 409

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Tiverton Asset Management's TRU Position: Q3 2019 in Review

Tiverton Asset Management reduced its TransUnion (TRU) stake by 45% in Q3 2019, selling an estimated $300K and leaving 4,563 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #460.

Tiverton Asset Management first reported a position in TRU in Q1 2019 and has held it in 3 quarters since. The position peaked at $610K in Q2 2019. 378 funds tracked by Wall St. Rank hold TRU as of Q3 2019.

  • Tiverton Asset Management held 4,563 shares of TransUnion worth $370K as of Q3 2019.
  • Tiverton Asset Management sold 3,730 TransUnion shares in Q3 2019, an estimated $300K.
  • TransUnion made up 0.01% of Tiverton Asset Management's portfolio in Q3 2019, its #460 holding.
  • Tiverton Asset Management first reported a position in TransUnion in Q1 2019 and has held it in 3 quarters since.
  • Tiverton Asset Management's TransUnion position peaked at $610K in Q2 2019.
  • 378 funds tracked by Wall St. Rank held TransUnion as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.