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Yorktown Management & Research Company’s TransUnion TRU Stock Holding History

Yorktown Management & Research Company’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
Q2 		– Sell
-3,300
Closed -$297K – 268
2021
Q1 		$297K Hold
3,300
– – 0.25% 146
2020
Q4 		$327K Hold
3,300
– – 0.29% 161
2020
Q3 		$278K Hold
3,300
– – 0.26% 213
2020
Q2 		$287K Hold
3,300
– – 0.26% 206
2020
Q1 		$218K Buy
+3,300
New +$285K 0.22% 208

Other funds holding TRU

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $19.5B 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
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Yorktown Management & Research Company's TRU Position: Q2 2021 in Review

Yorktown Management & Research Company sold out of TransUnion (TRU) in Q2 2021, closing a stake of 3,300 shares — an estimated $297K sold.

Yorktown Management & Research Company first reported a position in TRU in Q1 2020 and held it in 5 quarters. The position peaked at $327K in Q4 2020. 440 funds tracked by Wall St. Rank hold TRU as of Q2 2021.

  • Yorktown Management & Research Company reported no remaining TransUnion position as of Q2 2021 after selling out during the quarter.
  • Yorktown Management & Research Company sold 3,300 TransUnion shares in Q2 2021, an estimated $297K.
  • Yorktown Management & Research Company first reported a position in TransUnion in Q1 2020 and held it in 5 quarters.
  • Yorktown Management & Research Company's TransUnion position peaked at $327K in Q4 2020.
  • 440 funds tracked by Wall St. Rank held TransUnion as of Q2 2021.

Based on Yorktown Management & Research Company's 13F filing for Q2 2021, filed 3 Aug 2021.