Berman Capital Advisors’s Western Union WU Stock Holding History

Berman Capital Advisors’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 Q3	$8K	Sell	407 -161	-28%	-$3.56K	﹤0.01%	1286
2021 Q2	$13K	Buy	568 +42	+8%	+$1.05K	﹤0.01%	1064
2021 Q1	$12K	Sell	526 -19	-3%	-$447	﹤0.01%	982
2020 Q4	$11K	Buy	545 +59	+12%	+$1.28K	﹤0.01%	907
2020 Q3	$10K	Sell	486 -7	-1%	-$159	﹤0.01%	810
2020 Q2	$10K	Sell	493 -118	-19%	-$2.4K	﹤0.01%	777
2020 Q1	$11K	Hold	611	–	–	﹤0.01%	650
2019 Q4	$16K	Buy	611 +2	+0.3%	+$52	﹤0.01%	605
2019 Q3	$14K	Buy	609 +1	+0.2%	+$22	﹤0.01%	628
2019 Q2	$12K	Buy	608 +521	+599%	+$10.2K	﹤0.01%	675
2019 Q1	$1K	Sell	87 -89	-51%	-$1.6K	﹤0.01%	1282
2018 Q4	$2K	Buy	+176	New	+$3.2K	﹤0.01%	914

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCP

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

Berman Capital Advisors's WU Position: Q3 2021 in Review

Berman Capital Advisors reduced its Western Union (WU) stake by 28% in Q3 2021, selling an estimated $3.56K and leaving 407 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Berman Capital Advisors first reported a position in WU in Q4 2018 and has held it in 12 quarters since. The position peaked at $16K in Q4 2019. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

Berman Capital Advisors held 407 shares of Western Union worth $8K as of Q3 2021.
Berman Capital Advisors sold 161 Western Union shares in Q3 2021, an estimated $3.56K.
Western Union made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1286 holding.
Berman Capital Advisors first reported a position in Western Union in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Western Union position peaked at $16K in Q4 2019.
549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.