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International Value Advisers’s Western Union WU Stock Holding History

International Value Advisers’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
Q4 		$52.7M Sell
2,400,834
-758,767
-24% -$16.5M 8.56% 5
2020
Q3 		$67.7M Sell
3,159,601
-1,598,413
-34% -$36.3M 7.76% 5
2020
Q2 		$103M Sell
4,758,014
-736,741
-13% -$15M 7.63% 5
2020
Q1 		$99.6M Buy
5,494,755
+4,212,855
+329% +$103M 6.3% 6
2019
Q4 		$34.3M Buy
1,281,900
+1,174,256
+1,091% +$30.4M 1.41% 23
2019
Q3 		$2.49M Buy
+107,644
New +$2.32M 0.09% 28

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

International Value Advisers's WU Position: Q4 2020 in Review

International Value Advisers reduced its Western Union (WU) stake by 24% in Q4 2020, selling an estimated $16.5M and leaving 2,400,834 shares worth $52.7M. The position accounts for 8.56% of the portfolio, ranked #5.

International Value Advisers first reported a position in WU in Q3 2019 and has held it in 6 quarters since. The position peaked at $103M in Q2 2020. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

  • International Value Advisers held 2,400,834 shares of Western Union worth $52.7M as of Q4 2020.
  • International Value Advisers sold 758,767 Western Union shares in Q4 2020, an estimated $16.5M.
  • Western Union made up 8.56% of International Value Advisers's portfolio in Q4 2020, its #5 holding.
  • International Value Advisers first reported a position in Western Union in Q3 2019 and has held it in 6 quarters since.
  • International Value Advisers's Western Union position peaked at $103M in Q2 2020.
  • 580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on International Value Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.