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Inspire Investing’s Western Union WU Stock Holding History

Inspire Investing’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
-18,913
Closed -$434K – 942
2021
Q2 		$434K Buy
18,913
+643
+4% +$16K 0.06% 397
2021
Q1 		$451K Buy
18,270
+289
+2% +$6.8K 0.07% 335
2020
Q4 		$394K Buy
17,981
+829
+5% +$18K 0.09% 288
2020
Q3 		$368K Sell
17,152
-3,004
-15% -$68.2K 0.1% 194
2020
Q2 		$436K Sell
20,156
-1,369
-6% -$27.8K 0.15% 104
2020
Q1 		$390K Sell
21,525
-1,738
-7% -$42.6K 0.16% 137
2019
Q4 		$623K Sell
23,263
-4,889
-17% -$127K 0.22% 135
2019
Q3 		$652K Buy
28,152
+3,185
+13% +$68.8K 0.25% 99
2019
Q2 		$497K Buy
24,967
+319
+1% +$6.22K 0.21% 177
2019
Q1 		$455K Buy
24,648
+9,393
+62% +$169K 0.21% 174
2018
Q4 		$260K Sell
15,255
-459
-3% -$8.35K 0.17% 182
2018
Q3 		$300K Buy
15,714
+2,524
+19% +$49K 0.18% 160
2018
Q2 		$268K Buy
13,190
+1,075
+9% +$21.4K 0.19% 171
2018
Q1 		$233K Buy
12,115
+2,733
+29% +$54.9K 0.24% 172
2017
Q4 		$178K Buy
+9,382
New +$184K 0.15% 142

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

Inspire Investing's WU Position: Q3 2021 in Review

Inspire Investing sold out of Western Union (WU) in Q3 2021, closing a stake of 18,913 shares — an estimated $434K sold.

Inspire Investing first reported a position in WU in Q4 2017 and held it in 15 quarters. The position peaked at $652K in Q3 2019. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

  • Inspire Investing reported no remaining Western Union position as of Q3 2021 after selling out during the quarter.
  • Inspire Investing sold 18,913 Western Union shares in Q3 2021, an estimated $434K.
  • Inspire Investing first reported a position in Western Union in Q4 2017 and held it in 15 quarters.
  • Inspire Investing's Western Union position peaked at $652K in Q3 2019.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.