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CX Institutional’s Western Union WU Stock Holding History

CX Institutional’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
-435
Closed -$9K – 907
2021
Q3 		$9K Sell
435
-216
-33% -$4.77K ﹤0.01% 847
2021
Q2 		$15K Buy
651
+19
+3% +$473 ﹤0.01% 782
2021
Q1 		$16K Buy
632
+108
+21% +$2.54K ﹤0.01% 712
2020
Q4 		$11K Buy
524
+218
+71% +$4.73K ﹤0.01% 724
2020
Q3 		$7K Buy
306
+69
+29% +$1.57K ﹤0.01% 718
2020
Q2 		$5K Buy
237
+72
+44% +$1.46K ﹤0.01% 677
2020
Q1 		$3K Buy
165
+22
+15% +$539 ﹤0.01% 638
2019
Q4 		$4K Buy
143
+20
+16% +$519 ﹤0.01% 605
2019
Q3 		$3K Buy
123
+9
+8% +$194 ﹤0.01% 699
2019
Q2 		$2K Buy
114
+17
+18% +$331 ﹤0.01% 794
2019
Q1 		$2K Buy
+97
New +$1.74K ﹤0.01% 715

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

CX Institutional's WU Position: Q4 2021 in Review

CX Institutional sold out of Western Union (WU) in Q4 2021, closing a stake of 435 shares — an estimated $9K sold.

CX Institutional first reported a position in WU in Q1 2019 and held it in 11 quarters. The position peaked at $16K in Q1 2021. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

  • CX Institutional reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
  • CX Institutional sold 435 Western Union shares in Q4 2021, an estimated $9K.
  • CX Institutional first reported a position in Western Union in Q1 2019 and held it in 11 quarters.
  • CX Institutional's Western Union position peaked at $16K in Q1 2021.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on CX Institutional's 13F filing for Q4 2021, filed 18 Jan 2022.