D'Orazio & Associates’s Western Union WU Stock Holding History

D'Orazio & Associates’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	-336	Closed	-$7K	–	721
2021 Q3	$7K	Buy	+336	New	+$7.42K	﹤0.01%	606
2015 Q2	–	Sell	-200	Closed	-$4K	–	263
2015 Q1	$4K	Hold	200	–	–	﹤0.01%	231
2014 Q4	$4K	Hold	200	–	–	﹤0.01%	211
2014 Q3	$3K	Hold	200	–	–	﹤0.01%	225
2014 Q2	$3K	Hold	200	–	–	﹤0.01%	228
2014 Q1	$3K	Hold	200	–	–	﹤0.01%	224
2013 Q4	$3K	Buy	+200	New	+$3.5K	﹤0.01%	211

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

D'Orazio & Associates's WU Position: Q4 2021 in Review

D'Orazio & Associates sold out of Western Union (WU) in Q4 2021, closing a stake of 336 shares — an estimated $7K sold.

D'Orazio & Associates first reported a position in WU in Q4 2013 and held it in 7 quarters. The position peaked at $7K in Q3 2021. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

D'Orazio & Associates reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 336 Western Union shares in Q4 2021, an estimated $7K.
D'Orazio & Associates first reported a position in Western Union in Q4 2013 and held it in 7 quarters.
D'Orazio & Associates's Western Union position peaked at $7K in Q3 2021.
543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.