Valeo Financial Advisors’s TransUnion TRU Stock Holding History

Valeo Financial 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
2020 Q3	–	Sell	-119	Closed	-$10K	–	2123
2020 Q2	$10K	Buy	119 +12	+11%	+$958	﹤0.01%	1292
2020 Q1	$7K	Hold	107	–	–	﹤0.01%	1228
2019 Q4	$9K	Sell	107 -7	-6%	-$583	﹤0.01%	1149
2019 Q3	$9K	Sell	114 -26,264	-100%	-$2.11M	﹤0.01%	1066
2019 Q2	$1.94M	Hold	26,378	–	–	0.22%	74
2019 Q1	$1.76M	Buy	26,378 +26,264	+23,039%	+$1.63M	0.21%	81
2018 Q4	$6K	Buy	114 +8	+8%	+$512	﹤0.01%	1036
2018 Q3	$7K	Buy	106 +7	+7%	+$520	﹤0.01%	1095
2018 Q2	$7K	Buy	99 +23	+30%	+$1.53K	﹤0.01%	1054
2018 Q1	$4K	Sell	76 -1,988	-96%	-$115K	﹤0.01%	1213
2017 Q4	$113K	Buy	+2,064	New	+$110K	0.02%	323

Other funds holding TRU

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valeo Financial Advisors's TRU Position: Q3 2020 in Review

Valeo Financial Advisors sold out of TransUnion (TRU) in Q3 2020, closing a stake of 119 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in TRU in Q4 2017 and held it in 11 quarters. The position peaked at $1.94M in Q2 2019. 444 funds tracked by Wall St. Rank hold TRU as of Q3 2020.

Valeo Financial Advisors reported no remaining TransUnion position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 119 TransUnion shares in Q3 2020, an estimated $10K.
Valeo Financial Advisors first reported a position in TransUnion in Q4 2017 and held it in 11 quarters.
Valeo Financial Advisors's TransUnion position peaked at $1.94M in Q2 2019.
444 funds tracked by Wall St. Rank held TransUnion as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.