Alpha Windward’s Western Union WU Stock Holding History

Alpha Windward’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-670	Closed	-$14K	–	367
2020 Q3	$14K	Sell	670 -460	-41%	-$10.4K	0.01%	325
2020 Q2	$24K	Buy	+1,130	New	+$22.9K	0.02%	309
2019 Q2	–	Sell	-1,072	Closed	-$20K	–	467
2019 Q1	$20K	Hold	1,072	–	–	0.01%	336
2018 Q4	$18K	Sell	1,072 -1,051	-50%	-$19.1K	0.01%	328
2018 Q3	$40K	Sell	2,123 -25,020	-92%	-$486K	0.02%	325
2018 Q2	$552K	Buy	+27,143	New	+$540K	0.34%	48
2017 Q2	–	Sell	-1,699	Closed	-$35K	–	465
2017 Q1	$35K	Hold	1,699	–	–	0.02%	339
2016 Q4	$37K	Buy	+1,699	New	+$35.3K	0.02%	317

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alpha Windward's WU Position: Q4 2020 in Review

Alpha Windward sold out of Western Union (WU) in Q4 2020, closing a stake of 670 shares — an estimated $14K sold.

Alpha Windward first reported a position in WU in Q4 2016 and held it in 8 quarters. The position peaked at $552K in Q2 2018. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

Alpha Windward reported no remaining Western Union position as of Q4 2020 after selling out during the quarter.
Alpha Windward sold 670 Western Union shares in Q4 2020, an estimated $14K.
Alpha Windward first reported a position in Western Union in Q4 2016 and held it in 8 quarters.
Alpha Windward's Western Union position peaked at $552K in Q2 2018.
580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.