Elkfork Partners’s Western Union WU Stock Holding History

Elkfork 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
2019 Q3	$4.22M	Sell	182,226 -2,596	-1%	-$56K	0.1%	172
2019 Q2	$3.68M	Buy	184,822 +92,664	+101%	+$1.81M	0.09%	194
2019 Q1	$1.7M	Buy	92,158 +39,270	+74%	+$706K	0.04%	291
2018 Q4	$902K	Buy	52,888 +21,604	+69%	+$393K	0.03%	370
2018 Q3	$597K	Buy	31,284 +3,432	+12%	+$66.6K	0.01%	545
2018 Q2	$566K	Buy	27,852 +1,562	+6%	+$31.1K	0.01%	494
2018 Q1	$506K	Buy	26,290 +440	+2%	+$8.83K	0.01%	520
2017 Q4	$491K	Buy	25,850 +1,804	+8%	+$35.4K	0.01%	541
2017 Q3	$462K	Buy	24,046 +198	+0.8%	+$3.77K	0.01%	508
2017 Q2	$454K	Sell	23,848 -1,034	-4%	-$20K	0.01%	521
2017 Q1	$506K	Buy	24,882 +7,172	+40%	+$146K	0.02%	453
2016 Q4	$385K	Buy	+17,710	New	+$368K	0.01%	467

Other funds holding WU

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Elkfork Partners's WU Position: Q3 2019 in Review

Elkfork Partners reduced its Western Union (WU) stake by 1.4% in Q3 2019, selling an estimated $56K and leaving 182,226 shares worth $4.22M. The position accounts for 0.1% of the portfolio, ranked #172.

Elkfork Partners first reported a position in WU in Q4 2016 and has held it in 12 quarters since. 543 funds tracked by Wall St. Rank hold WU as of Q3 2019.

Elkfork Partners held 182,226 shares of Western Union worth $4.22M as of Q3 2019.
Elkfork Partners sold 2,596 Western Union shares in Q3 2019, an estimated $56K.
Western Union made up 0.1% of Elkfork Partners's portfolio in Q3 2019, its #172 holding.
Elkfork Partners first reported a position in Western Union in Q4 2016 and has held it in 12 quarters since.
543 funds tracked by Wall St. Rank held Western Union as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.