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James Investment Research’s Western Union WU Stock Holding History

James Investment Research’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
Q1 		– Sell
-77
Closed -$2K – 563
2020
Q4 		$2K Sell
77
-116
-60% -$2.52K ﹤0.01% 498
2020
Q3 		$4K Hold
193
– – ﹤0.01% 450
2020
Q2 		$4K Hold
193
– – ﹤0.01% 425
2020
Q1 		$3K Buy
193
+116
+151% +$2.84K ﹤0.01% 430
2019
Q4 		$2K Sell
77
-116
-60% -$3.01K ﹤0.01% 498
2019
Q3 		$4K Sell
193
-3,596
-95% -$77.6K ﹤0.01% 538
2019
Q2 		$75K Sell
3,789
-11,705
-76% -$228K 0.01% 467
2019
Q1 		$287K Sell
15,494
-60,044
-79% -$1.08M 0.02% 493
2018
Q4 		$1.29M Sell
75,538
-49,760
-40% -$905K 0.08% 213
2018
Q3 		$2.39M Buy
125,298
+10,128
+9% +$197K 0.1% 209
2018
Q2 		$2.34M Buy
115,170
+2,710
+2% +$54K 0.09% 252
2018
Q1 		$2.16M Buy
112,460
+8,870
+9% +$178K 0.08% 259
2017
Q4 		$1.97M Buy
103,590
+8,430
+9% +$165K 0.07% 293
2017
Q3 		$1.83M Buy
+95,160
New +$1.81M 0.06% 299

Other funds holding WU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return