CWM
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CIBC World Markets’s Western Union WU Stock Holding History

CIBC World Markets’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
-22,907
Closed -$463K – 655
2021
Q3 		$463K Sell
22,907
-40,208
-64% -$888K ﹤0.01% 586
2021
Q2 		$1.45M Sell
63,115
-9,133
-13% -$227K 0.01% 483
2021
Q1 		$1.78M Sell
72,248
-3,505
-5% -$82.5K 0.01% 471
2020
Q4 		$1.66M Buy
75,753
+26,258
+53% +$570K 0.01% 579
2020
Q3 		$1.06M Sell
49,495
-27,525
-36% -$625K 0.01% 511
2020
Q2 		$1.67M Buy
77,020
+4,401
+6% +$89.3K 0.02% 427
2020
Q1 		$1.32M Sell
72,619
-34,180
-32% -$838K 0.02% 407
2019
Q4 		$2.86M Buy
106,799
+7,855
+8% +$204K 0.02% 507
2019
Q3 		$2.29M Sell
98,944
-85,925
-46% -$1.86M 0.02% 487
2019
Q2 		$3.68M Buy
184,869
+79,212
+75% +$1.54M 0.03% 469
2019
Q1 		$1.95M Sell
105,657
-856
-0.8% -$15.4K 0.02% 516
2018
Q4 		$1.82M Buy
106,513
+11,640
+12% +$212K 0.02% 477
2018
Q3 		$1.81M Buy
94,873
+11,530
+14% +$224K 0.02% 552
2018
Q2 		$1.69M Buy
83,343
+10,893
+15% +$217K 0.01% 606
2018
Q1 		$1.39M Sell
72,450
-25,789
-26% -$518K 0.01% 570
2017
Q4 		$1.87M Buy
98,239
+28,374
+41% +$557K 0.01% 554
2017
Q3 		$1.34M Buy
69,865
+3,276
+5% +$62.5K 0.01% 537
2017
Q2 		$1.27M Buy
66,589
+13,832
+26% +$268K 0.01% 559
2017
Q1 		$1.07M Buy
52,757
+16,926
+47% +$345K 0.01% 505
2016
Q4 		$778K Buy
+35,831
New +$744K 0.01% 460

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

CIBC World Markets's WU Position: Q4 2021 in Review

CIBC World Markets sold out of Western Union (WU) in Q4 2021, closing a stake of 22,907 shares — an estimated $463K sold.

CIBC World Markets first reported a position in WU in Q4 2016 and held it in 20 quarters. The position peaked at $3.68M in Q2 2019. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

  • CIBC World Markets reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
  • CIBC World Markets sold 22,907 Western Union shares in Q4 2021, an estimated $463K.
  • CIBC World Markets first reported a position in Western Union in Q4 2016 and held it in 20 quarters.
  • CIBC World Markets's Western Union position peaked at $3.68M in Q2 2019.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on CIBC World Markets's 13F filing for Q4 2021, filed 11 Feb 2022.