John Armitage
Egerton Capital
John Armitage TransUnion stake
total: 222
Egerton Capital TRU trades
- Total transactions:
- 11
- New positions:
- 2
- Sold out:
- 2
- Added:
- 3
- Reduced:
- 4
- Held since:
- 2025 Q3
- Held for:
- 1 quarter
- Latest activity:
- 2025 Q4
According to 2026 Q2 report, John Armitage doesn't hold any TransUnion (TRU) shares. To date, the estimated cost basis is nearly $83.78 for "buy" trades and estimated average "sell" price is $83.78. Egerton Capital first purchased TRU in 2017 Q2, initially acquiring about 2.13M shares. John Armitage later completely sold out the position and invested in TransUnion again in 2025 Q3. Since the initial investment in TransUnion (TRU), Egerton Capital has made 10 more transactions.
When did John Armitage sell TransUnion (TRU)?
John Armitage sold off the entire TransUnion (TRU) position in 2025 Q4.
When did John Armitage buy TransUnion (TRU)?
John Armitage first invested in TransUnion (TRU) in 2017 Q2 at the reported quarter-end price of $43.31 per share.
What's the cost basis of Egerton Capital's TRU stake?
The estimated cost basis for TransUnion (TRU) stake is around $83.78 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $83.78
- Weighted AVG sell price:
- $83.78
John Armitage's historical trades in TransUnion
11 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
0.00%
|
0
|
$83.78
|
|
-100% (-1,465,050)
|
-1.29%
|
|
2025 Q3
|
1.29%
|
1,465,050
|
$83.78
|
$122,741,889
|
new
|
+1.29%
|
|
2019 Q2
|
0.00%
|
$66.84
|
-100% (-2,905,092)
|
|||
|
2019 Q1
|
1.37%
|
$66.84
|
-36.59% (-1,676,152)
|
|||
|
2018 Q4
|
2.17%
|
$56.80
|
+34.46% (+1,174,121)
|
|||
|
2018 Q3
|
1.86%
|
$73.58
|
+39.60% (+966,563)
|
|||
|
2018 Q2
|
1.34%
|
$71.64
|
-34.73% (-1,298,896)
|
|||
|
2018 Q1
|
1.73%
|
$56.78
|
-10.72% (-448,974)
|
|||
|
2017 Q4
|
2.01%
|
$54.96
|
-8.43% (-385,829)
|
|||
|
2017 Q3
|
1.93%
|
$47.26
|
+114.79% (+2,444,617)
|
|||
|
2017 Q2
|
0.92%
|
$43.31
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.