Washington Trust’s TransUnion TRU Stock Holding History

Washington Trust’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
2023 Q4	–	Sell	-18	Closed	-$1.29K	–	952
2023 Q3	$1.29K	Sell	18 -1	-5%	-$78	﹤0.01%	816
2023 Q2	$1.49K	Sell	19 -1	-5%	-$69	﹤0.01%	819
2023 Q1	$1.24K	Hold	20	–	–	﹤0.01%	867
2022 Q4	$1.14K	Sell	20 -1	-5%	-$59	﹤0.01%	891
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	909
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	823
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	853
2021 Q4	$2K	Hold	21	–	–	﹤0.01%	862
2021 Q3	$2K	Sell	21 -1	-5%	-$118	﹤0.01%	985
2021 Q2	$2K	Sell	22 -2	-8%	-$209	﹤0.01%	967
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	925
2020 Q4	$2K	Sell	24 -1	-4%	-$92	﹤0.01%	902
2020 Q3	$2K	Sell	25 -2	-7%	-$173	﹤0.01%	889
2020 Q2	$2K	Sell	27 -4	-13%	-$319	﹤0.01%	790
2020 Q1	$2K	Buy	+31	New	+$2.68K	﹤0.01%	853
2018 Q3	–	Sell	-19	Closed	-$1K	–	755
2018 Q2	$1K	Buy	+19	New	+$1.27K	﹤0.01%	912

Other funds holding TRU

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Washington Trust's TRU Position: Q4 2023 in Review

Washington Trust sold out of TransUnion (TRU) in Q4 2023, closing a stake of 18 shares — an estimated $1.29K sold.

Washington Trust first reported a position in TRU in Q2 2018 and held it in 16 quarters. The position peaked at $2K in Q2 2022. 417 funds tracked by Wall St. Rank hold TRU as of Q4 2023.

Washington Trust reported no remaining TransUnion position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 18 TransUnion shares in Q4 2023, an estimated $1.29K.
Washington Trust first reported a position in TransUnion in Q2 2018 and held it in 16 quarters.
Washington Trust's TransUnion position peaked at $2K in Q2 2022.
417 funds tracked by Wall St. Rank held TransUnion as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.