Lloyd Advisory Services’s Western Union WU Stock Holding History

Lloyd Advisory Services’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	–	Sell	-1,495	Closed	-$28K	–	567
2022 Q1	$28K	Buy	1,495 +250	+20%	+$4.62K	0.01%	302
2021 Q4	$22K	Buy	1,245 +153	+14%	+$2.82K	0.01%	285
2021 Q3	$22K	Buy	1,092 +583	+115%	+$12.9K	0.01%	242
2021 Q2	$12K	Buy	509 +232	+84%	+$5.78K	0.01%	268
2021 Q1	$7K	Hold	277	–	–	﹤0.01%	268
2020 Q4	$6K	Sell	277 -43	-13%	-$933	﹤0.01%	237
2020 Q3	$7K	Buy	+320	New	+$7.26K	﹤0.01%	207
2020 Q1	–	Sell	-42	Closed	-$1K	–	407
2019 Q4	$1K	Buy	+42	New	+$1.09K	﹤0.01%	355

Other funds holding WU

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

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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lloyd Advisory Services's WU Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Western Union (WU) in Q2 2022, closing a stake of 1,495 shares — an estimated $28K sold.

Lloyd Advisory Services first reported a position in WU in Q4 2019 and held it in 8 quarters. The position peaked at $28K in Q1 2022. 505 funds tracked by Wall St. Rank hold WU as of Q2 2022.

Lloyd Advisory Services reported no remaining Western Union position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 1,495 Western Union shares in Q2 2022, an estimated $28K.
Lloyd Advisory Services first reported a position in Western Union in Q4 2019 and held it in 8 quarters.
Lloyd Advisory Services's Western Union position peaked at $28K in Q1 2022.
505 funds tracked by Wall St. Rank held Western Union as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.