Williams Jones Wealth Management’s TransUnion TRU Stock Holding History

Williams Jones Wealth Management’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 Q2	–	Sell	-1,959	Closed	-$202K	–	610
2022 Q1	$202K	Hold	1,959	–	–	﹤0.01%	490
2021 Q4	$232K	Buy	1,959 +83	+4%	+$9.51K	﹤0.01%	442
2021 Q3	$211K	Sell	1,876 -3	-0.2%	-$353	﹤0.01%	451
2021 Q2	$206K	Buy	+1,879	New	+$196K	﹤0.01%	461

Other funds holding TRU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Williams Jones Wealth Management's TRU Position: Q2 2022 in Review

Williams Jones Wealth Management sold out of TransUnion (TRU) in Q2 2022, closing a stake of 1,959 shares — an estimated $202K sold.

Williams Jones Wealth Management first reported a position in TRU in Q2 2021 and held it in 4 quarters. The position peaked at $232K in Q4 2021. 429 funds tracked by Wall St. Rank hold TRU as of Q2 2022.

Williams Jones Wealth Management reported no remaining TransUnion position as of Q2 2022 after selling out during the quarter.
Williams Jones Wealth Management sold 1,959 TransUnion shares in Q2 2022, an estimated $202K.
Williams Jones Wealth Management first reported a position in TransUnion in Q2 2021 and held it in 4 quarters.
Williams Jones Wealth Management's TransUnion position peaked at $232K in Q4 2021.
429 funds tracked by Wall St. Rank held TransUnion as of Q2 2022.

Based on Williams Jones Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.