Arcadia Investment Management’s Western Union WU Stock Holding History

Arcadia Investment Management’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
2021 Q4	–	Sell	-25	Closed	-$1K	–	295
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	272
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	287
2021 Q1	$1K	Buy	25 +1	+4%	+$24	﹤0.01%	277
2020 Q4	$1K	Buy	+24	New	+$521	﹤0.01%	247
2019 Q1	–	Sell	-36	Closed	-$1K	–	284
2018 Q4	$1K	Hold	36	–	–	﹤0.01%	272
2018 Q3	$1K	Sell	36 -36	-50%	-$699	﹤0.01%	323
2018 Q2	$1K	Hold	72	–	–	﹤0.01%	330
2018 Q1	$1K	Hold	72	–	–	﹤0.01%	338
2017 Q4	$1K	Hold	72	–	–	﹤0.01%	353
2017 Q3	$1K	Hold	72	–	–	﹤0.01%	369
2017 Q2	$1K	Hold	72	–	–	﹤0.01%	361
2017 Q1	$1K	Sell	72 -9,500	-99%	-$194K	﹤0.01%	424
2016 Q4	$208K	Buy	9,572 +9,500	+13,194%	+$197K	0.07%	118
2016 Q3	$1K	Hold	72	–	–	﹤0.01%	332
2016 Q2	$1K	Hold	72	–	–	﹤0.01%	479
2016 Q1	$1K	Hold	72	–	–	﹤0.01%	290
2015 Q4	$1K	Hold	72	–	–	﹤0.01%	283
2015 Q3	$1K	Sell	72 -1,119	-94%	-$21.3K	﹤0.01%	196
2015 Q2	$24K	Buy	+1,191	New	+$25.4K	0.01%	185
2014 Q2	–	Sell	-35,572	Closed	-$582K	–	102
2014 Q1	$582K	Sell	35,572 -48,852	-58%	-$796K	0.17%	79
2013 Q4	$1.46M	Sell	84,424 -2,700	-3%	-$47.3K	0.34%	67
2013 Q3	$1.63M	Sell	87,124 -1,398	-2%	-$25.1K	0.42%	63
2013 Q2	$1.51M	Buy	+88,522	New	+$1.4M	0.43%	66

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

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

IFP

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CCP

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

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

Arcadia Investment Management's WU Position: Q4 2021 in Review

Arcadia Investment Management sold out of Western Union (WU) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Arcadia Investment Management first reported a position in WU in Q2 2013 and held it in 23 quarters. The position peaked at $1.63M in Q3 2013. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

Arcadia Investment Management reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
Arcadia Investment Management sold 25 Western Union shares in Q4 2021, an estimated $1K.
Arcadia Investment Management first reported a position in Western Union in Q2 2013 and held it in 23 quarters.
Arcadia Investment Management's Western Union position peaked at $1.63M in Q3 2013.
543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on Arcadia Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.