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Covenant Multifamily Offices’s Western Union WU Stock Holding History

Covenant Multifamily Offices’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
Q3 		– Sell
-9,728
Closed -$210K – 159
2020
Q2 		$210K Buy
+9,728
New +$197K 0.04% 143

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Covenant Multifamily Offices's WU Position: Q3 2020 in Review

Covenant Multifamily Offices sold out of Western Union (WU) in Q3 2020, closing a stake of 9,728 shares — an estimated $210K sold.

Covenant Multifamily Offices first reported a position in WU in Q2 2020 and held it in 1 quarter. The position peaked at $210K in Q2 2020. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

  • Covenant Multifamily Offices reported no remaining Western Union position as of Q3 2020 after selling out during the quarter.
  • Covenant Multifamily Offices sold 9,728 Western Union shares in Q3 2020, an estimated $210K.
  • Covenant Multifamily Offices first reported a position in Western Union in Q2 2020 and held it in 1 quarter.
  • Covenant Multifamily Offices's Western Union position peaked at $210K in Q2 2020.
  • 558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on Covenant Multifamily Offices's 13F filing for Q3 2020, filed 10 Nov 2020.