TrueWealth LLC’s TransUnion TRU Stock Holding History

TrueWealth LLC’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
2020 Q2	$33K	Hold	376	–	–	0.01%	321
2020 Q1	$25K	Hold	376	–	–	0.01%	333
2019 Q4	$32K	Hold	376	–	–	0.01%	318
2019 Q3	$30K	Hold	376	–	–	0.01%	319
2019 Q2	$28K	Hold	376	–	–	0.01%	332
2019 Q1	$25K	Hold	376	–	–	0.01%	344
2018 Q4	$21K	Hold	376	–	–	0.01%	356
2018 Q3	$28K	Hold	376	–	–	0.01%	345
2018 Q2	$27K	Hold	376	–	–	0.01%	344
2018 Q1	$21K	Sell	376 -186	-33%	-$10.7K	0.01%	354
2017 Q4	$31K	Buy	+562	New	+$29.9K	0.01%	353

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

TrueWealth LLC's TRU Position: Q2 2020 in Review

TrueWealth LLC held its TransUnion (TRU) position steady in Q2 2020 at 376 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #321.

TrueWealth LLC first reported a position in TRU in Q4 2017 and has held it in 11 quarters since. 445 funds tracked by Wall St. Rank hold TRU as of Q2 2020.

TrueWealth LLC held 376 shares of TransUnion worth $33K as of Q2 2020.
TrueWealth LLC left its TransUnion share count unchanged in Q2 2020.
TransUnion made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #321 holding.
TrueWealth LLC first reported a position in TransUnion in Q4 2017 and has held it in 11 quarters since.
445 funds tracked by Wall St. Rank held TransUnion as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.