FORA Capital’s Western Union WU Stock Holding History

FORA Capital’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	-829	Closed	-$18K	–	1025
2020 Q2	$18K	Sell	829 -32,899	-98%	-$668K	0.01%	828
2020 Q1	$611K	Buy	+33,728	New	+$827K	0.13%	201

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

FORA Capital's WU Position: Q3 2020 in Review

FORA Capital sold out of Western Union (WU) in Q3 2020, closing a stake of 829 shares — an estimated $18K sold.

FORA Capital first reported a position in WU in Q1 2020 and held it in 2 quarters. The position peaked at $611K in Q1 2020. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

FORA Capital reported no remaining Western Union position as of Q3 2020 after selling out during the quarter.
FORA Capital sold 829 Western Union shares in Q3 2020, an estimated $18K.
FORA Capital first reported a position in Western Union in Q1 2020 and held it in 2 quarters.
FORA Capital's Western Union position peaked at $611K in Q1 2020.
558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on FORA Capital's 13F filing for Q3 2020, filed 13 Nov 2020.