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Zeke Capital Advisors’s TransUnion TRU Stock Holding History

Zeke Capital 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
-4,363
Closed -$260K – 540
2022
Q3 		$260K Hold
4,363
– – 0.02% 351
2022
Q2 		$349K Hold
4,363
– – 0.02% 287
2022
Q1 		$451K Buy
+4,363
New +$443K 0.02% 252
2018
Q4 		– Sell
-14,021
Closed -$1.03M – 645
2018
Q3 		$1.03M Buy
+14,021
New +$1.04M 0.08% 240

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 $315B AUM 27.84% 1-Year Est. Return

Zeke Capital Advisors's TRU Position: Q4 2022 in Review

Zeke Capital Advisors sold out of TransUnion (TRU) in Q4 2022, closing a stake of 4,363 shares — an estimated $260K sold.

Zeke Capital Advisors first reported a position in TRU in Q3 2018 and held it in 4 quarters. The position peaked at $1.03M in Q3 2018. 399 funds tracked by Wall St. Rank hold TRU as of Q4 2022.

  • Zeke Capital Advisors reported no remaining TransUnion position as of Q4 2022 after selling out during the quarter.
  • Zeke Capital Advisors sold 4,363 TransUnion shares in Q4 2022, an estimated $260K.
  • Zeke Capital Advisors first reported a position in TransUnion in Q3 2018 and held it in 4 quarters.
  • Zeke Capital Advisors's TransUnion position peaked at $1.03M in Q3 2018.
  • 399 funds tracked by Wall St. Rank held TransUnion as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.