BC
WU icon

Barnett & Company’s Western Union WU Stock Holding History

Barnett & Company’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
2022
Q2 		– Sell
-37,300
Closed -$699K – 95
2022
Q1 		$699K Sell
37,300
-200
-0.5% -$3.7K 0.5% 55
2021
Q4 		$669K Buy
37,500
+300
+0.8% +$5.53K 0.47% 54
2021
Q3 		$752K Sell
37,200
-1,400
-4% -$30.9K 0.57% 48
2021
Q2 		$887K Buy
38,600
+28,600
+286% +$712K 0.59% 49
2021
Q1 		$247K Buy
+10,000
New +$235K 0.13% 99

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barnett & Company's WU Position: Q2 2022 in Review

Barnett & Company sold out of Western Union (WU) in Q2 2022, closing a stake of 37,300 shares — an estimated $699K sold.

Barnett & Company first reported a position in WU in Q1 2021 and held it in 5 quarters. The position peaked at $887K in Q2 2021. 505 funds tracked by Wall St. Rank hold WU as of Q2 2022.

  • Barnett & Company reported no remaining Western Union position as of Q2 2022 after selling out during the quarter.
  • Barnett & Company sold 37,300 Western Union shares in Q2 2022, an estimated $699K.
  • Barnett & Company first reported a position in Western Union in Q1 2021 and held it in 5 quarters.
  • Barnett & Company's Western Union position peaked at $887K in Q2 2021.
  • 505 funds tracked by Wall St. Rank held Western Union as of Q2 2022.

Based on Barnett & Company's 13F filing for Q2 2022, filed 2 Aug 2022.