WRF
TRU icon

Waddell & Reed Financial’s TransUnion TRU Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$250M Buy
2,780,868
+808,689
+41% +$73M 0.52% 44
2020
Q4 		$196M Sell
1,972,179
-21,149
-1% -$1.94M 0.42% 55
2020
Q3 		$168M Buy
1,993,328
+66,449
+3% +$5.74M 0.4% 57
2020
Q2 		$168M Sell
1,926,879
-30,992
-2% -$2.47M 0.43% 57
2020
Q1 		$130M Sell
1,957,871
-11,670
-0.6% -$1.01M 0.42% 61
2019
Q4 		$169M Sell
1,969,541
-75,994
-4% -$6.33M 0.42% 54
2019
Q3 		$166M Sell
2,045,535
-12,343
-0.6% -$992K 0.43% 57
2019
Q2 		$151M Buy
2,057,878
+26,753
+1% +$1.83M 0.37% 73
2019
Q1 		$136M Buy
2,031,125
+302,861
+18% +$18.8M 0.34% 73
2018
Q4 		$98.2M Sell
1,728,264
-17,594
-1% -$1.12M 0.28% 99
2018
Q3 		$128M Buy
1,745,858
+14,480
+0.8% +$1.08M 0.28% 97
2018
Q2 		$124M Buy
1,731,378
+126
+0% +$8.4K 0.29% 105
2018
Q1 		$98.3M Buy
1,731,252
+112,002
+7% +$6.46M 0.22% 116
2017
Q4 		$89M Buy
1,619,250
+6,647
+0.4% +$354K 0.2% 126
2017
Q3 		$76.2M Buy
1,612,603
+669,560
+71% +$30.6M 0.17% 152
2017
Q2 		$40.8M Buy
+943,043
New +$39.1M 0.09% 253

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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return