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DC Investments Management’s Western Union WU Stock Holding History

DC Investments Management’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
-31,257
Closed -$676K – 306
2020
Q2 		$676K Buy
31,257
+3,172
+11% +$64.4K 0.25% 51
2020
Q1 		$509K Buy
28,085
+1,602
+6% +$39.3K 0.41% 67
2019
Q4 		$709K Buy
26,483
+5,578
+27% +$145K 0.54% 30
2019
Q3 		$484K Sell
20,905
-926
-4% -$20K 0.28% 139
2019
Q2 		$434K Sell
21,831
-2,057
-9% -$40.1K 0.24% 180
2019
Q1 		$441K Hold
23,888
– – 0.28% 166
2018
Q4 		$408K Sell
23,888
-3,274
-12% -$59.5K 0.33% 158
2018
Q3 		$518K Sell
27,162
-816
-3% -$15.8K 0.35% 151
2018
Q2 		$569K Buy
+27,978
New +$557K 0.36% 90

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

DC Investments Management's WU Position: Q3 2020 in Review

DC Investments Management sold out of Western Union (WU) in Q3 2020, closing a stake of 31,257 shares — an estimated $676K sold.

DC Investments Management first reported a position in WU in Q2 2018 and held it in 9 quarters. The position peaked at $709K in Q4 2019. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

  • DC Investments Management reported no remaining Western Union position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 31,257 Western Union shares in Q3 2020, an estimated $676K.
  • DC Investments Management first reported a position in Western Union in Q2 2018 and held it in 9 quarters.
  • DC Investments Management's Western Union position peaked at $709K in Q4 2019.
  • 558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.