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Cumberland Partners’s Western Union WU Stock Holding History

Cumberland 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
2021
Q4 		– Sell
-57,300
Closed -$1.16M – 200
2021
Q3 		$1.16M Buy
57,300
+14,900
+35% +$329K 0.09% 119
2021
Q2 		$974K Buy
+42,400
New +$1.06M 0.08% 124

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

Cumberland Partners's WU Position: Q4 2021 in Review

Cumberland Partners sold out of Western Union (WU) in Q4 2021, closing a stake of 57,300 shares — an estimated $1.16M sold.

Cumberland Partners first reported a position in WU in Q2 2021 and held it in 2 quarters. The position peaked at $1.16M in Q3 2021. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

  • Cumberland Partners reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
  • Cumberland Partners sold 57,300 Western Union shares in Q4 2021, an estimated $1.16M.
  • Cumberland Partners first reported a position in Western Union in Q2 2021 and held it in 2 quarters.
  • Cumberland Partners's Western Union position peaked at $1.16M in Q3 2021.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on Cumberland Partners's 13F filing for Q4 2021, filed 10 Feb 2022.