Intersect Capital’s Western Union WU Stock Holding History

Intersect Capital’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
2022 Q2	$565K	Buy	34,294 +16,202	+90%	+$286K	0.17%	127
2022 Q1	$339K	Buy	+18,092	New	+$335K	0.07%	292
2021 Q3	–	Sell	-12,321	Closed	-$283K	–	418
2021 Q2	$283K	Sell	12,321 -1,930	-14%	-$48.1K	0.05%	271
2021 Q1	$351K	Buy	14,251 +1,811	+15%	+$42.6K	0.07%	219
2020 Q4	$273K	Buy	12,440 +1,659	+15%	+$36K	0.06%	227
2020 Q3	$231K	Buy	+10,781	New	+$245K	0.06%	205
2020 Q2	–	Sell	-12,334	Closed	-$224K	–	200
2020 Q1	$224K	Buy	+12,334	New	+$302K	0.09%	144

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Intersect Capital's WU Position: Q2 2022 in Review

Intersect Capital increased its Western Union (WU) stake by 90% in Q2 2022, buying an estimated $286K and bringing the position to 34,294 shares worth $565K. The position accounts for 0.17% of the portfolio, ranked #127.

Intersect Capital first reported a position in WU in Q1 2020 and has held it in 7 quarters since. 505 funds tracked by Wall St. Rank hold WU as of Q2 2022.

Intersect Capital held 34,294 shares of Western Union worth $565K as of Q2 2022.
Intersect Capital bought 16,202 Western Union shares in Q2 2022, an estimated $286K.
Western Union made up 0.17% of Intersect Capital's portfolio in Q2 2022, its #127 holding.
Intersect Capital first reported a position in Western Union in Q1 2020 and has held it in 7 quarters since.
505 funds tracked by Wall St. Rank held Western Union as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.