Aperio Group’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.64M | Sell |
257,164
-13,830
| -5% | -$300K | 0.02% | 776 |
|
|
2020
Q3 | $5.81M | Sell |
270,994
-12,306
| -4% | -$279K | 0.02% | 681 |
|
|
2020
Q2 | $6.13M | Sell |
283,300
-263,669
| -48% | -$5.35M | 0.02% | 651 |
|
|
2020
Q1 | $9.92M | Sell |
546,969
-155,811
| -22% | -$3.82M | 0.04% | 412 |
|
|
2019
Q4 | $18.8M | Buy |
702,780
+43,798
| +7% | +$1.14M | 0.07% | 313 |
|
|
2019
Q3 | $15.3M | Buy |
658,982
+334,667
| +103% | +$7.23M | 0.06% | 354 |
|
|
2019
Q2 | $6.45M | Buy |
324,315
+138,794
| +75% | +$2.71M | 0.03% | 619 |
|
|
2019
Q1 | $3.43M | Buy |
185,521
+22,345
| +14% | +$402K | 0.01% | 823 |
|
|
2018
Q4 | $2.78M | Sell |
163,176
-52,347
| -24% | -$952K | 0.01% | 857 |
|
|
2018
Q3 | $4.11M | Sell |
215,523
-5,539
| -3% | -$108K | 0.02% | 755 |
|
|
2018
Q2 | $4.5M | Sell |
221,062
-1,179
| -0.5% | -$23.5K | 0.02% | 708 |
|
|
2018
Q1 | $4.27M | Sell |
222,241
-13,713
| -6% | -$275K | 0.02% | 709 |
|
|
2017
Q4 | $4.49M | Buy |
235,954
+2,273
| +1% | +$44.6K | 0.02% | 675 |
|
|
2017
Q3 | $4.49M | Buy |
233,681
+3,012
| +1% | +$57.4K | 0.03% | 643 |
|
|
2017
Q2 | $4.39M | Buy |
230,669
+10,549
| +5% | +$204K | 0.03% | 637 |
|
|
2017
Q1 | $4.48M | Buy |
220,120
+40,482
| +23% | +$826K | 0.03% | 592 |
|
|
2016
Q4 | $3.9M | Buy |
179,638
+2,834
| +2% | +$58.8K | 0.03% | 590 |
|
|
2016
Q3 | $3.68M | Buy |
176,804
+23,661
| +15% | +$486K | 0.03% | 632 |
|
|
2016
Q2 | $2.94M | Sell |
153,143
-2,804
| -2% | -$54.5K | 0.02% | 681 |
|
|
2016
Q1 | $3.01M | Buy |
155,947
+36,196
| +30% | +$651K | 0.03% | 646 |
|
|
2015
Q4 | $2.15M | Buy |
119,751
+3,208
| +3% | +$60.6K | 0.02% | 727 |
|
|
2015
Q3 | $2.14M | Sell |
116,543
-4,125
| -3% | -$78.5K | 0.02% | 708 |
|
|
2015
Q2 | $2.45M | Buy |
120,668
+15,676
| +15% | +$334K | 0.03% | 651 |
|
|
2015
Q1 | $2.19M | Buy |
104,992
+16,525
| +19% | +$308K | 0.02% | 652 |
|
|
2014
Q4 | $1.58M | Buy |
88,467
+11,881
| +16% | +$206K | 0.02% | 723 |
|
|
2014
Q3 | $1.23M | Buy |
76,586
+1,954
| +3% | +$33.6K | 0.02% | 780 |
|
|
2014
Q2 | $1.29M | Buy |
74,632
+5,050
| +7% | +$81.6K | 0.02% | 741 |
|
|
2014
Q1 | $1.14M | Buy |
+69,582
| New | +$1.13M | 0.02% | 938 |
|
|
2013
Q4 | – | Sell |
-77,186
| Closed | -$1.35M | – | 799 |
|
|
2013
Q3 | $1.44M | Buy |
77,186
+12,724
| +20% | +$229K | 0.03% | 698 |
|
|
2013
Q2 | $1.1M | Buy |
+64,462
| New | +$1.02M | 0.03% | 724 |
|
Other funds holding WU
IFP
CCP
Aperio Group's WU Position: Q4 2020 in Review
Aperio Group reduced its Western Union (WU) stake by 5.1% in Q4 2020, selling an estimated $300K and leaving 257,164 shares worth $5.64M. The position accounts for 0.02% of the portfolio, ranked #776.
Aperio Group first reported a position in WU in Q2 2013 and has held it in 30 quarters since. The position peaked at $18.8M in Q4 2019. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.
- Aperio Group held 257,164 shares of Western Union worth $5.64M as of Q4 2020.
- Aperio Group sold 13,830 Western Union shares in Q4 2020, an estimated $300K.
- Western Union made up 0.02% of Aperio Group's portfolio in Q4 2020, its #776 holding.
- Aperio Group first reported a position in Western Union in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Western Union position peaked at $18.8M in Q4 2019.
- 580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.