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Empirical Wealth Management’s Western Union WU Stock Holding History

Empirical Wealth 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
Q4 		– Sell
-23,290
Closed -$499K – 396
2020
Q3 		$499K Buy
23,290
+555
+2% +$12.6K 0.04% 217
2020
Q2 		$492K Buy
22,735
+10,250
+82% +$208K 0.05% 214
2020
Q1 		$226K Buy
+12,485
New +$306K 0.02% 286

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Empirical Wealth Management's WU Position: Q4 2020 in Review

Empirical Wealth Management sold out of Western Union (WU) in Q4 2020, closing a stake of 23,290 shares — an estimated $499K sold.

Empirical Wealth Management first reported a position in WU in Q1 2020 and held it in 3 quarters. The position peaked at $499K in Q3 2020. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

  • Empirical Wealth Management reported no remaining Western Union position as of Q4 2020 after selling out during the quarter.
  • Empirical Wealth Management sold 23,290 Western Union shares in Q4 2020, an estimated $499K.
  • Empirical Wealth Management first reported a position in Western Union in Q1 2020 and held it in 3 quarters.
  • Empirical Wealth Management's Western Union position peaked at $499K in Q3 2020.
  • 580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on Empirical Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.