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LifePlan Financial Group’s Western Union WU Stock Holding History

LifePlan Financial Group’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
Q3 		$205K Hold
9,585
– – 0.09% 128
2020
Q2 		$207K Buy
+9,585
New +$195K 0.09% 121

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

LifePlan Financial Group's WU Position: Q3 2020 in Review

LifePlan Financial Group held its Western Union (WU) position steady in Q3 2020 at 9,585 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #128.

LifePlan Financial Group first reported a position in WU in Q2 2020 and has held it in 2 quarters since. The position peaked at $207K in Q2 2020. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

  • LifePlan Financial Group held 9,585 shares of Western Union worth $205K as of Q3 2020.
  • LifePlan Financial Group left its Western Union share count unchanged in Q3 2020.
  • Western Union made up 0.09% of LifePlan Financial Group's portfolio in Q3 2020, its #128 holding.
  • LifePlan Financial Group first reported a position in Western Union in Q2 2020 and has held it in 2 quarters since.
  • LifePlan Financial Group's Western Union position peaked at $207K in Q2 2020.
  • 558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.