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Aureus Asset Management’s Western Union WU Stock Holding History

Aureus Asset 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
Q1 		– Sell
-11,863
Closed -$260K – 200
2020
Q4 		$260K Sell
11,863
-19,793
-63% -$429K 0.02% 160
2020
Q3 		$678K Buy
+31,656
New +$719K 0.06% 99

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State Street
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Capital Research Global Investors
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IFP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Aureus Asset Management's WU Position: Q1 2021 in Review

Aureus Asset Management sold out of Western Union (WU) in Q1 2021, closing a stake of 11,863 shares — an estimated $260K sold.

Aureus Asset Management first reported a position in WU in Q3 2020 and held it in 2 quarters. The position peaked at $678K in Q3 2020. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

  • Aureus Asset Management reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
  • Aureus Asset Management sold 11,863 Western Union shares in Q1 2021, an estimated $260K.
  • Aureus Asset Management first reported a position in Western Union in Q3 2020 and held it in 2 quarters.
  • Aureus Asset Management's Western Union position peaked at $678K in Q3 2020.
  • 572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on Aureus Asset Management's 13F filing for Q1 2021, filed 14 May 2021.