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Washington Trust Advisors’s TransUnion TRU Stock Holding History

Washington Trust 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
2022
Q4 		– Sell
-225
Closed -$13K – 891
2022
Q3 		$13K Hold
225
– – ﹤0.01% 564
2022
Q2 		$18K Hold
225
– – ﹤0.01% 558
2022
Q1 		$23K Buy
225
+3
+1% +$304 ﹤0.01% 585
2021
Q4 		$26K Buy
+222
New +$25.4K ﹤0.01% 593

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

Washington Trust Advisors's TRU Position: Q4 2022 in Review

Washington Trust Advisors sold out of TransUnion (TRU) in Q4 2022, closing a stake of 225 shares — an estimated $13K sold.

Washington Trust Advisors first reported a position in TRU in Q4 2021 and held it in 4 quarters. The position peaked at $26K in Q4 2021. 398 funds tracked by Wall St. Rank hold TRU as of Q4 2022.

  • Washington Trust Advisors reported no remaining TransUnion position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 225 TransUnion shares in Q4 2022, an estimated $13K.
  • Washington Trust Advisors first reported a position in TransUnion in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's TransUnion position peaked at $26K in Q4 2021.
  • 398 funds tracked by Wall St. Rank held TransUnion as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.