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Berger Financial Group’s Western Union WU Stock Holding History

Berger Financial Group’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
-181,388
Closed -$3.98M – 234
2020
Q4 		$3.98M Buy
+181,388
New +$3.94M 0.7% 54

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
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
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

Berger Financial Group's WU Position: Q1 2021 in Review

Berger Financial Group sold out of Western Union (WU) in Q1 2021, closing a stake of 181,388 shares — an estimated $3.98M sold.

Berger Financial Group first reported a position in WU in Q4 2020 and held it in 1 quarter. The position peaked at $3.98M in Q4 2020. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

  • Berger Financial Group reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 181,388 Western Union shares in Q1 2021, an estimated $3.98M.
  • Berger Financial Group first reported a position in Western Union in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's Western Union position peaked at $3.98M in Q4 2020.
  • 572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.