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Veritable’s TransUnion TRU Stock Holding History

Veritable’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
Q3 		– Sell
-5,725
Closed -$458K – 895
2022
Q2 		$458K Sell
5,725
-683
-11% -$58.8K 0.01% 559
2022
Q1 		$662K Sell
6,408
-586
-8% -$59.4K 0.01% 489
2021
Q4 		$829K Sell
6,994
-1,276
-15% -$146K 0.01% 441
2021
Q3 		$929K Sell
8,270
-642
-7% -$75.5K 0.02% 398
2021
Q2 		$979K Buy
8,912
+6,641
+292% +$692K 0.02% 385
2021
Q1 		$204K Buy
+2,271
New +$205K ﹤0.01% 804

Other funds holding TRU

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Veritable's TRU Position: Q3 2022 in Review

Veritable sold out of TransUnion (TRU) in Q3 2022, closing a stake of 5,725 shares — an estimated $458K sold.

Veritable first reported a position in TRU in Q1 2021 and held it in 6 quarters. The position peaked at $979K in Q2 2021. 424 funds tracked by Wall St. Rank hold TRU as of Q3 2022.

  • Veritable reported no remaining TransUnion position as of Q3 2022 after selling out during the quarter.
  • Veritable sold 5,725 TransUnion shares in Q3 2022, an estimated $458K.
  • Veritable first reported a position in TransUnion in Q1 2021 and held it in 6 quarters.
  • Veritable's TransUnion position peaked at $979K in Q2 2021.
  • 424 funds tracked by Wall St. Rank held TransUnion as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.