FormulaFolio Investments’s Western Union WU Stock Holding History

FormulaFolio Investments’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 Q2	$4K	Buy	+170	New	+$4.23K	﹤0.01%	383
2019 Q1	–	Sell	-24,192	Closed	-$461K	–	398
2018 Q4	$461K	Hold	24,192	–	–	0.02%	215
2018 Q3	$461K	Sell	24,192 -1,526	-6%	-$29.6K	0.02%	216
2018 Q2	$523K	Buy	+25,718	New	+$512K	0.03%	197

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's WU Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in Western Union (WU) in Q2 2021: 170 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in WU as recently as Q4 2018.

FormulaFolio Investments first reported a position in WU in Q2 2018 and has held it in 4 quarters since. The position peaked at $523K in Q2 2018. 567 funds tracked by Wall St. Rank hold WU as of Q2 2021.

FormulaFolio Investments held 170 shares of Western Union worth $4K as of Q2 2021.
Western Union was a new FormulaFolio Investments position in Q2 2021.
Western Union made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #383 holding.
FormulaFolio Investments first reported a position in Western Union in Q2 2018 and has held it in 4 quarters since.
FormulaFolio Investments's Western Union position peaked at $523K in Q2 2018.
567 funds tracked by Wall St. Rank held Western Union as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.