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Burns Matteson Capital Management’s Western Union WU Stock Holding History

Burns Matteson Capital 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
Q4 		– Sell
-19,001
Closed -$384K – 163
2021
Q3 		$384K Buy
19,001
+6,009
+46% +$133K 0.29% 90
2021
Q2 		$298K Buy
+12,992
New +$323K 0.24% 105

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

Burns Matteson Capital Management's WU Position: Q4 2021 in Review

Burns Matteson Capital Management sold out of Western Union (WU) in Q4 2021, closing a stake of 19,001 shares — an estimated $384K sold.

Burns Matteson Capital Management first reported a position in WU in Q2 2021 and held it in 2 quarters. The position peaked at $384K in Q3 2021. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

  • Burns Matteson Capital Management reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
  • Burns Matteson Capital Management sold 19,001 Western Union shares in Q4 2021, an estimated $384K.
  • Burns Matteson Capital Management first reported a position in Western Union in Q2 2021 and held it in 2 quarters.
  • Burns Matteson Capital Management's Western Union position peaked at $384K in Q3 2021.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on Burns Matteson Capital Management's 13F filing for Q4 2021, filed 12 Dec 2023.