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McKinley Carter Wealth Services’s Western Union WU Stock Holding History

McKinley Carter Wealth 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
2021
Q3 		– Sell
-9,585
Closed -$220K – 294
2021
Q2 		$220K Hold
9,585
– – 0.02% 270
2021
Q1 		$236K Hold
9,585
– – 0.02% 269
2020
Q4 		$210K Buy
+9,585
New +$208K 0.03% 249

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

McKinley Carter Wealth Services's WU Position: Q3 2021 in Review

McKinley Carter Wealth Services sold out of Western Union (WU) in Q3 2021, closing a stake of 9,585 shares — an estimated $220K sold.

McKinley Carter Wealth Services first reported a position in WU in Q4 2020 and held it in 3 quarters. The position peaked at $236K in Q1 2021. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

  • McKinley Carter Wealth Services reported no remaining Western Union position as of Q3 2021 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 9,585 Western Union shares in Q3 2021, an estimated $220K.
  • McKinley Carter Wealth Services first reported a position in Western Union in Q4 2020 and held it in 3 quarters.
  • McKinley Carter Wealth Services's Western Union position peaked at $236K in Q1 2021.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2021, filed 3 Nov 2021.