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CSat Investment Advisory’s Western Union WU Stock Holding History

CSat Investment Advisory’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
Q1 		$81K Buy
3,276
+341
+12% +$8.03K 0.07% 107
2020
Q4 		$64K Sell
2,935
-273
-9% -$5.92K 0.06% 118
2020
Q3 		$69K Buy
3,208
+268
+9% +$6.08K 0.01% 609
2020
Q2 		$64K Buy
2,940
+499
+20% +$10.1K 0.01% 633
2020
Q1 		$44K Buy
2,441
+191
+8% +$4.68K 0.01% 560
2019
Q4 		$61K Sell
2,250
-77
-3% -$2K 0.02% 558
2019
Q3 		$54K Sell
2,327
-303
-12% -$6.54K 0.02% 507
2019
Q2 		$52K Buy
2,630
+572
+28% +$11.1K 0.02% 504
2019
Q1 		$38K Buy
2,058
+358
+21% +$6.44K 0.02% 190
2018
Q4 		$29K Buy
1,700
+403
+31% +$7.33K 0.02% 206
2018
Q3 		$25K Buy
1,297
+432
+50% +$8.39K 0.01% 192
2018
Q2 		$18K Buy
+865
New +$17.2K 0.01% 223

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CSat Investment Advisory's WU Position: Q1 2021 in Review

CSat Investment Advisory increased its Western Union (WU) stake by 12% in Q1 2021, buying an estimated $8.03K and bringing the position to 3,276 shares worth $81K. The position accounts for 0.07% of the portfolio, ranked #107.

CSat Investment Advisory first reported a position in WU in Q2 2018 and has held it in 12 quarters since. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

  • CSat Investment Advisory held 3,276 shares of Western Union worth $81K as of Q1 2021.
  • CSat Investment Advisory bought 341 Western Union shares in Q1 2021, an estimated $8.03K.
  • Western Union made up 0.07% of CSat Investment Advisory's portfolio in Q1 2021, its #107 holding.
  • CSat Investment Advisory first reported a position in Western Union in Q2 2018 and has held it in 12 quarters since.
  • 572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.