John Armitage's TRU Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 0 shares of TransUnion (TRU) worth $0, representing 0.00% of the portfolio. First purchased in 2017-Q2, this medium-term investment has been held for 11 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 Q2 2019, reducing 2.91 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.47 M | Sold Out | 0 | $0.00 |
| Q3 2025 | +1.47 M | New Buy | 1.47 M | $83.78 |
| Q2 2019 | -2.91 M | Sold Out | 0 | $0.00 |
| Q1 2019 | -1.68 M | Reduce 36.59% | 2.91 M | $66.84 |
| Q4 2018 | +1.17 M | Add 34.46% | 4.58 M | $56.80 |
| Q3 2018 | +966,563 | Add 39.60% | 3.41 M | $73.58 |
| Q2 2018 | -1.3 M | Reduce 34.73% | 2.44 M | $71.64 |
| Q1 2018 | -448,974 | Reduce 10.72% | 3.74 M | $56.78 |
| Q4 2017 | -385,829 | Reduce 8.43% | 4.19 M | $54.96 |
| Q3 2017 | +2.44 M | Add 114.79% | 4.57 M | $47.26 |
| Q2 2017 | +2.13 M | New Buy | 2.13 M | $43.31 |
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 11 quarters since Q2 2017.
John Armitage's largest addition to TransUnion (TRU) was in Q3 2017, adding 4,574,259 shares worth $216.18 M.
According to the latest 13F filing for Q4 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 0 shares of TransUnion (TRU), valued at approximately $0.
As of the Q4 2025 filing, TransUnion (TRU) represents approximately 0.00% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in TransUnion (TRU) was 4,581,244 shares, as reported at the end of Q4 2018.