Institutional & Family Asset Management’s Western Union WU Stock Holding History

Institutional & Family Asset Management’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	–	Sell	-3,385	Closed	-$83K	–	1015
2021 Q1	$83K	Buy	3,385 +817	+32%	+$19.2K	0.02%	289
2020 Q4	$56K	Sell	2,568 -123	-5%	-$2.67K	0.01%	309
2020 Q3	$58K	Sell	2,691 -290	-10%	-$6.58K	0.01%	269
2020 Q2	$64K	Buy	+2,981	New	+$60.5K	0.01%	282
2019 Q1	–	Sell	-1,308	Closed	-$22K	–	881
2018 Q4	$22K	Hold	1,308	–	–	﹤0.01%	399
2018 Q3	$25K	Hold	1,308	–	–	﹤0.01%	419
2018 Q2	$27K	Hold	1,308	–	–	0.01%	403
2018 Q1	$25K	Buy	+1,308	New	+$26.3K	0.01%	393

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

Institutional & Family Asset Management's WU Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Western Union (WU) in Q2 2021, closing a stake of 3,385 shares — an estimated $83K sold.

Institutional & Family Asset Management first reported a position in WU in Q1 2018 and held it in 8 quarters. The position peaked at $83K in Q1 2021. 567 funds tracked by Wall St. Rank hold WU as of Q2 2021.

Institutional & Family Asset Management reported no remaining Western Union position as of Q2 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 3,385 Western Union shares in Q2 2021, an estimated $83K.
Institutional & Family Asset Management first reported a position in Western Union in Q1 2018 and held it in 8 quarters.
Institutional & Family Asset Management's Western Union position peaked at $83K in Q1 2021.
567 funds tracked by Wall St. Rank held Western Union as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.