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Turtle Creek Wealth Advisors’s TransUnion TRU Stock Holding History

Turtle Creek Wealth Advisors’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
2024
Q1 		– Sell
-80
Closed -$5.5K – 762
2023
Q4 		$5.5K Buy
+80
New +$4.87K ﹤0.01% 635

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Turtle Creek Wealth Advisors's TRU Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of TransUnion (TRU) in Q1 2024, closing a stake of 80 shares — an estimated $5.5K sold.

Turtle Creek Wealth Advisors first reported a position in TRU in Q4 2023 and held it in 1 quarter. The position peaked at $5.5K in Q4 2023. 432 funds tracked by Wall St. Rank hold TRU as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining TransUnion position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 80 TransUnion shares in Q1 2024, an estimated $5.5K.
  • Turtle Creek Wealth Advisors first reported a position in TransUnion in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's TransUnion position peaked at $5.5K in Q4 2023.
  • 432 funds tracked by Wall St. Rank held TransUnion as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.