John Armitage's TRU Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 1.47 M shares of TransUnion (TRU) worth $122.74 M, representing 1.29% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in TRU, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 2.44 M shares. Largest reduction occurred in Q1 2019, reducing 1.68 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's TransUnion (TRU) Holding Value Over Time
Track share changes against reported price movement
Quarterly TransUnion (TRU) Trades by John Armitage
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2017 | +2.13 M | New Buy | 2.13 M | $43.31 |
| Q3 2017 | +2.44 M | Add 114.79% | 4.57 M | $47.26 |
| Q4 2017 | -385,829 | Reduce 8.43% | 4.19 M | $54.96 |
| Q1 2018 | -448,974 | Reduce 10.72% | 3.74 M | $56.78 |
| Q2 2018 | -1.3 M | Reduce 34.73% | 2.44 M | $71.64 |
| Q3 2018 | +966,563 | Add 39.60% | 3.41 M | $73.58 |
| Q4 2018 | +1.17 M | Add 34.46% | 4.58 M | $56.80 |
| Q1 2019 | -1.68 M | Reduce 36.59% | 2.91 M | $66.84 |
| Q2 2019 | -2.91 M | Sold Out | 2.91 M | $0.00 |
| Q3 2025 | +1.47 M | New Buy | 1.47 M | $83.78 |
John Armitage's TransUnion Investment FAQs
John Armitage first purchased TransUnion (TRU) in Q2 2017, acquiring 2,129,642 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held TransUnion (TRU) for 34 quarters since Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's largest addition to TransUnion (TRU) was in Q3 2017, adding 4,574,259 shares worth $216.18 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 1,465,050 shares of TransUnion (TRU), valued at approximately $122.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, TransUnion (TRU) represents approximately 1.29% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage's peak holding in TransUnion (TRU) was 4,581,244 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.