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CPWM LLC’s Western Union WU Stock Holding History

CPWM LLC’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
Q2 		– Sell
-42,480
Closed -$1.05M – 357
2021
Q1 		$1.05M Buy
42,480
+7,248
+21% +$171K 0.09% 137
2020
Q4 		$773K Buy
35,232
+259
+0.7% +$5.62K 0.07% 162
2020
Q3 		$749K Sell
34,973
-446
-1% -$10.1K 0.08% 147
2020
Q2 		$766K Buy
+35,419
New +$719K 0.09% 140

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CPWM LLC's WU Position: Q2 2021 in Review

CPWM LLC sold out of Western Union (WU) in Q2 2021, closing a stake of 42,480 shares — an estimated $1.05M sold.

CPWM LLC first reported a position in WU in Q2 2020 and held it in 4 quarters. The position peaked at $1.05M in Q1 2021. 567 funds tracked by Wall St. Rank hold WU as of Q2 2021.

  • CPWM LLC reported no remaining Western Union position as of Q2 2021 after selling out during the quarter.
  • CPWM LLC sold 42,480 Western Union shares in Q2 2021, an estimated $1.05M.
  • CPWM LLC first reported a position in Western Union in Q2 2020 and held it in 4 quarters.
  • CPWM LLC's Western Union position peaked at $1.05M in Q1 2021.
  • 567 funds tracked by Wall St. Rank held Western Union as of Q2 2021.

Based on CPWM LLC's 13F filing for Q2 2021, filed 13 Aug 2021.