LS Investment Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,918
| Closed | -$240K | – | 896 |
|
|
2020
Q4 | $240K | Sell |
10,918
-5,388
| -33% | -$117K | 0.01% | 744 |
|
|
2020
Q3 | $349K | Sell |
16,306
-37,198
| -70% | -$845K | 0.02% | 502 |
|
|
2020
Q2 | $1.16M | Buy |
53,504
+38,254
| +251% | +$777K | 0.07% | 237 |
|
|
2020
Q1 | $276K | Sell |
15,250
-38,677
| -72% | -$948K | 0.02% | 499 |
|
|
2019
Q4 | $1.44M | Sell |
53,927
-13,733
| -20% | -$356K | 0.08% | 243 |
|
|
2019
Q3 | $1.57M | Sell |
67,660
-7,322
| -10% | -$158K | 0.09% | 225 |
|
|
2019
Q2 | $1.49M | Sell |
74,982
-1,295
| -2% | -$25.2K | 0.09% | 223 |
|
|
2019
Q1 | $1.41M | Buy |
76,277
+53,494
| +235% | +$962K | 0.09% | 231 |
|
|
2018
Q4 | $389K | Sell |
22,783
-939
| -4% | -$17.1K | 0.03% | 502 |
|
|
2018
Q3 | $452K | Buy |
23,722
+1,073
| +5% | +$20.8K | 0.03% | 539 |
|
|
2018
Q2 | $460K | Sell |
22,649
-300
| -1% | -$5.97K | 0.03% | 528 |
|
|
2018
Q1 | $441K | Sell |
22,949
-310
| -1% | -$6.22K | 0.03% | 538 |
|
|
2017
Q4 | $442K | Buy |
23,259
+312
| +1% | +$6.12K | 0.03% | 558 |
|
|
2017
Q3 | $441K | Buy |
22,947
+657
| +3% | +$12.5K | 0.03% | 578 |
|
|
2017
Q2 | $425K | Buy |
22,290
+1,297
| +6% | +$25.1K | 0.03% | 574 |
|
|
2017
Q1 | $427K | Buy |
20,993
+2,179
| +12% | +$44.5K | 0.03% | 524 |
|
|
2016
Q4 | $409K | Buy |
18,814
+282
| +2% | +$5.85K | 0.03% | 484 |
|
|
2016
Q3 | $386K | Sell |
18,532
-3,163
| -15% | -$65K | 0.03% | 472 |
|
|
2016
Q2 | $416K | Sell |
21,695
-637
| -3% | -$12.4K | 0.03% | 488 |
|
|
2016
Q1 | $431K | Sell |
22,332
-131
| -0.6% | -$2.36K | 0.03% | 450 |
|
|
2015
Q4 | $402K | Buy |
22,463
+2,318
| +12% | +$43.8K | 0.03% | 461 |
|
|
2015
Q3 | $370K | Buy |
20,145
+2,294
| +13% | +$43.7K | 0.03% | 486 |
|
|
2015
Q2 | $363K | Sell |
17,851
-2,332
| -12% | -$49.6K | 0.03% | 494 |
|
|
2015
Q1 | $420K | Sell |
20,183
-780
| -4% | -$14.5K | 0.03% | 408 |
|
|
2014
Q4 | $375K | Buy |
20,963
+2,864
| +16% | +$49.7K | 0.03% | 440 |
|
|
2014
Q3 | $290K | Sell |
18,099
-166
| -0.9% | -$2.86K | 0.02% | 469 |
|
|
2014
Q2 | $317K | Buy |
18,265
+695
| +4% | +$11.2K | 0.03% | 444 |
|
|
2014
Q1 | $287K | Buy |
17,570
+4,199
| +31% | +$68.4K | 0.02% | 477 |
|
|
2013
Q4 | $231K | Buy |
13,371
+10,192
| +321% | +$179K | 0.02% | 471 |
|
|
2013
Q3 | $59K | Buy |
3,179
+1,602
| +102% | +$28.8K | 0.01% | 483 |
|
|
2013
Q2 | $27K | Buy |
+1,577
| New | +$25K | ﹤0.01% | 499 |
|
Other funds holding WU
IFP
CCP
LS Investment Advisors's WU Position: Q1 2021 in Review
LS Investment Advisors sold out of Western Union (WU) in Q1 2021, closing a stake of 10,918 shares — an estimated $240K sold.
LS Investment Advisors first reported a position in WU in Q2 2013 and held it in 31 quarters. The position peaked at $1.57M in Q3 2019. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.
- LS Investment Advisors reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
- LS Investment Advisors sold 10,918 Western Union shares in Q1 2021, an estimated $240K.
- LS Investment Advisors first reported a position in Western Union in Q2 2013 and held it in 31 quarters.
- LS Investment Advisors's Western Union position peaked at $1.57M in Q3 2019.
- 572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.
Based on LS Investment Advisors's 13F filing for Q1 2021, filed 13 May 2021.