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Eudaimonia Partners’s Western Union WU Stock Holding History

Eudaimonia 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
2021
Q3 		– Sell
-11,064
Closed -$254K – 406
2021
Q2 		$254K Hold
11,064
– – 0.05% 331
2021
Q1 		$273K Hold
11,064
– – 0.06% 287
2020
Q4 		$243K Hold
11,064
– – 0.05% 276
2020
Q3 		$237K Sell
11,064
-880
-7% -$20K 0.06% 257
2020
Q2 		$258K Sell
11,944
-1,483
-11% -$30.1K 0.1% 210
2020
Q1 		$243K Buy
13,427
+2,363
+21% +$57.9K 0.11% 198
2019
Q4 		$296K Buy
+11,064
New +$287K 0.12% 194

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Eudaimonia Partners's WU Position: Q3 2021 in Review

Eudaimonia Partners sold out of Western Union (WU) in Q3 2021, closing a stake of 11,064 shares — an estimated $254K sold.

Eudaimonia Partners first reported a position in WU in Q4 2019 and held it in 7 quarters. The position peaked at $296K in Q4 2019. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

  • Eudaimonia Partners reported no remaining Western Union position as of Q3 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 11,064 Western Union shares in Q3 2021, an estimated $254K.
  • Eudaimonia Partners first reported a position in Western Union in Q4 2019 and held it in 7 quarters.
  • Eudaimonia Partners's Western Union position peaked at $296K in Q4 2019.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on Eudaimonia Partners's 13F filing for Q3 2021, filed 25 Oct 2021.