Aperio Group’s Western Union WU Stock Holding History

Aperio Group’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$5.64M	Sell	257,164 -13,830	-5%	-$303K	0.02%	776
2020 Q3	$5.81M	Sell	270,994 -12,306	-4%	-$264K	0.02%	681
2020 Q2	$6.13M	Sell	283,300 -263,669	-48%	-$5.7M	0.02%	651
2020 Q1	$9.92M	Sell	546,969 -155,811	-22%	-$2.82M	0.04%	412
2019 Q4	$18.8M	Buy	702,780 +43,798	+7%	+$1.17M	0.07%	313
2019 Q3	$15.3M	Buy	658,982 +334,667	+103%	+$7.75M	0.06%	354
2019 Q2	$6.45M	Buy	324,315 +138,794	+75%	+$2.76M	0.03%	619
2019 Q1	$3.43M	Buy	185,521 +22,345	+14%	+$413K	0.01%	823
2018 Q4	$2.78M	Sell	163,176 -52,347	-24%	-$893K	0.01%	857
2018 Q3	$4.11M	Sell	215,523 -5,539	-3%	-$106K	0.02%	755
2018 Q2	$4.5M	Sell	221,062 -1,179	-0.5%	-$24K	0.02%	708
2018 Q1	$4.27M	Sell	222,241 -13,713	-6%	-$264K	0.02%	709
2017 Q4	$4.49M	Buy	235,954 +2,273	+1%	+$43.2K	0.02%	675
2017 Q3	$4.49M	Buy	233,681 +3,012	+1%	+$57.8K	0.03%	643
2017 Q2	$4.39M	Buy	230,669 +10,549	+5%	+$201K	0.03%	637
2017 Q1	$4.48M	Buy	220,120 +40,482	+23%	+$824K	0.03%	592
2016 Q4	$3.9M	Buy	179,638 +2,834	+2%	+$61.6K	0.03%	590
2016 Q3	$3.68M	Buy	176,804 +23,661	+15%	+$493K	0.03%	632
2016 Q2	$2.94M	Sell	153,143 -2,804	-2%	-$53.8K	0.02%	681
2016 Q1	$3.01M	Buy	155,947 +36,196	+30%	+$698K	0.03%	646
2015 Q4	$2.15M	Buy	119,751 +3,208	+3%	+$57.5K	0.02%	727
2015 Q3	$2.14M	Sell	116,543 -4,125	-3%	-$75.7K	0.02%	708
2015 Q2	$2.45M	Buy	120,668 +15,676	+15%	+$319K	0.03%	651
2015 Q1	$2.19M	Buy	104,992 +16,525	+19%	+$344K	0.02%	652
2014 Q4	$1.58M	Buy	88,467 +11,881	+16%	+$213K	0.02%	723
2014 Q3	$1.23M	Buy	76,586 +1,954	+3%	+$31.3K	0.02%	780
2014 Q2	$1.29M	Buy	74,632 +5,050	+7%	+$87.6K	0.02%	741
2014 Q1	$1.14M	Buy	+69,582	New	+$1.14M	0.02%	938
2013 Q4	–	Sell	-77,186	Closed	-$1.44M	–	799
2013 Q3	$1.44M	Buy	77,186 +12,724	+20%	+$237K	0.03%	698
2013 Q2	$1.1M	Buy	+64,462	New	+$1.1M	0.03%	724