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Balasa Dinverno & Foltz’s Western Union WU Stock Holding History

Balasa Dinverno & Foltz’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
Q1 		– Sell
-23,339
Closed -$625K – 300
2019
Q4 		$625K Buy
+23,339
New +$605K 0.07% 136

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balasa Dinverno & Foltz's WU Position: Q1 2020 in Review

Balasa Dinverno & Foltz sold out of Western Union (WU) in Q1 2020, closing a stake of 23,339 shares — an estimated $625K sold.

Balasa Dinverno & Foltz first reported a position in WU in Q4 2019 and held it in 1 quarter. The position peaked at $625K in Q4 2019. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

  • Balasa Dinverno & Foltz reported no remaining Western Union position as of Q1 2020 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 23,339 Western Union shares in Q1 2020, an estimated $625K.
  • Balasa Dinverno & Foltz first reported a position in Western Union in Q4 2019 and held it in 1 quarter.
  • Balasa Dinverno & Foltz's Western Union position peaked at $625K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2020, filed 30 Apr 2020.