Kaizen Advisory’s Western Union WU Stock Holding History

Kaizen Advisory’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
2018 Q4	$23K	Buy	1,365 +272	+25%	+$4.95K	0.02%	491
2018 Q3	$21K	Hold	1,093	–	–	0.01%	518
2018 Q2	$22K	Buy	1,093 +650	+147%	+$12.9K	0.01%	529
2018 Q1	$9K	Hold	443	–	–	0.01%	514
2017 Q4	$8K	Buy	+443	New	+$8.69K	﹤0.01%	524

Other funds holding WU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Kaizen Advisory's WU Position: Q4 2018 in Review

Kaizen Advisory increased its Western Union (WU) stake by 25% in Q4 2018, buying an estimated $4.95K and bringing the position to 1,365 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #491.

Kaizen Advisory first reported a position in WU in Q4 2017 and has held it in 5 quarters since. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

Kaizen Advisory held 1,365 shares of Western Union worth $23K as of Q4 2018.
Kaizen Advisory bought 272 Western Union shares in Q4 2018, an estimated $4.95K.
Western Union made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #491 holding.
Kaizen Advisory first reported a position in Western Union in Q4 2017 and has held it in 5 quarters since.
553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.