Harbor Investment Advisory’s Western Union WU Stock Holding History

Harbor Investment Advisory’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 Q4	–	Sell	-169	Closed	-$3K	–	1381
2021 Q3	$3K	Hold	169	–	–	﹤0.01%	1214
2021 Q2	$4K	Hold	169	–	–	﹤0.01%	1128
2021 Q1	$4K	Hold	169	–	–	﹤0.01%	1109
2020 Q4	$4K	Hold	169	–	–	﹤0.01%	1049
2020 Q3	$4K	Buy	169 +109	+182%	+$2.48K	﹤0.01%	976
2020 Q2	$1K	Buy	+60	New	+$1.22K	﹤0.01%	1123

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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CCP

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

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

Harbor Investment Advisory's WU Position: Q4 2021 in Review

Harbor Investment Advisory sold out of Western Union (WU) in Q4 2021, closing a stake of 169 shares — an estimated $3K sold.

Harbor Investment Advisory first reported a position in WU in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

Harbor Investment Advisory reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
Harbor Investment Advisory sold 169 Western Union shares in Q4 2021, an estimated $3K.
Harbor Investment Advisory first reported a position in Western Union in Q2 2020 and held it in 6 quarters.
Harbor Investment Advisory's Western Union position peaked at $4K in Q2 2021.
543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on Harbor Investment Advisory's 13F filing for Q4 2021, filed 10 Jan 2022.