Corient Capital Partners’s Western Union WU Stock Holding History

Corient Capital 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
2022 Q2	–	Sell	-10,884	Closed	-$204K	–	774
2022 Q1	$204K	Buy	10,884 +520	+5%	+$9.62K	0.01%	682
2021 Q4	$185K	Buy	+10,364	New	+$191K	0.01%	671
2017 Q2	–	Sell	-123,523	Closed	-$2.51M	–	315
2017 Q1	$2.51M	Buy	123,523 +28,851	+30%	+$589K	0.39%	69
2016 Q4	$2.06M	Buy	94,672 +5,426	+6%	+$113K	0.36%	78
2016 Q3	$1.86M	Buy	+89,246	New	+$1.83M	0.34%	77

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Corient Capital Partners's WU Position: Q2 2022 in Review

Corient Capital Partners sold out of Western Union (WU) in Q2 2022, closing a stake of 10,884 shares — an estimated $204K sold.

Corient Capital Partners first reported a position in WU in Q3 2016 and held it in 5 quarters. The position peaked at $2.51M in Q1 2017. 505 funds tracked by Wall St. Rank hold WU as of Q2 2022.

Corient Capital Partners reported no remaining Western Union position as of Q2 2022 after selling out during the quarter.
Corient Capital Partners sold 10,884 Western Union shares in Q2 2022, an estimated $204K.
Corient Capital Partners first reported a position in Western Union in Q3 2016 and held it in 5 quarters.
Corient Capital Partners's Western Union position peaked at $2.51M in Q1 2017.
505 funds tracked by Wall St. Rank held Western Union as of Q2 2022.

Based on Corient Capital Partners's 13F filing for Q2 2022, filed 12 Aug 2022.