Chicago Equity Partners’s Western Union WU Stock Holding History

Chicago Equity Partners’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	$2.85M	Buy	157,240 +123,030	+360%	+$3.02M	0.29%	81
2019 Q4	$916K	Buy	34,210 +24,000	+235%	+$622K	0.05%	479
2019 Q3	$237K	Hold	10,210	–	–	0.01%	817
2019 Q2	$203K	Hold	10,210	–	–	0.01%	858
2019 Q1	$189K	Buy	+10,210	New	+$184K	0.01%	821
2018 Q4	–	Sell	-14,790	Closed	-$282K	–	891
2018 Q3	$282K	Buy	+14,790	New	+$287K	0.01%	745
2017 Q1	–	Sell	-317,950	Closed	-$6.91M	–	796
2016 Q4	$6.91M	Sell	317,950 -2,045	-0.6%	-$42.4K	0.18%	134
2016 Q3	$6.66M	Buy	319,995 +24,740	+8%	+$508K	0.18%	133
2016 Q2	$5.66M	Sell	295,255 -49,190	-14%	-$955K	0.17%	151
2016 Q1	$6.64M	Sell	344,445 -657,865	-66%	-$11.8M	0.19%	131
2015 Q4	$18M	Sell	1,002,310 -21,660	-2%	-$409K	0.48%	66
2015 Q3	$18.8M	Buy	1,023,970 +398,290	+64%	+$7.58M	0.52%	63
2015 Q2	$12.7M	Buy	625,680 +103,500	+20%	+$2.2M	0.35%	93
2015 Q1	$10.9M	Buy	522,180 +488,220	+1,438%	+$9.09M	0.29%	103
2014 Q4	$608K	Buy	+33,960	New	+$589K	0.02%	302

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chicago Equity Partners's WU Position: Q1 2020 in Review

Chicago Equity Partners increased its Western Union (WU) stake by 360% in Q1 2020, buying an estimated $3.02M and bringing the position to 157,240 shares worth $2.85M. The position accounts for 0.29% of the portfolio, ranked #81.

Chicago Equity Partners first reported a position in WU in Q4 2014 and has held it in 15 quarters since. The position peaked at $18.8M in Q3 2015. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

Chicago Equity Partners held 157,240 shares of Western Union worth $2.85M as of Q1 2020.
Chicago Equity Partners bought 123,030 Western Union shares in Q1 2020, an estimated $3.02M.
Western Union made up 0.29% of Chicago Equity Partners's portfolio in Q1 2020, its #81 holding.
Chicago Equity Partners first reported a position in Western Union in Q4 2014 and has held it in 15 quarters since.
Chicago Equity Partners's Western Union position peaked at $18.8M in Q3 2015.
579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.