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Jeppson Wealth Management’s Western Union WU Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-327
Closed -$7K – 461
2020
Q3 		$7K Buy
+327
New +$7.42K 0.01% 431

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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

Jeppson Wealth Management's WU Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Western Union (WU) in Q4 2020, closing a stake of 327 shares — an estimated $7K sold.

Jeppson Wealth Management first reported a position in WU in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Western Union position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 327 Western Union shares in Q4 2020, an estimated $7K.
  • Jeppson Wealth Management first reported a position in Western Union in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Western Union position peaked at $7K in Q3 2020.
  • 580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.