Monument Capital Management’s Western Union WU Stock Holding History

Monument Capital Management’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 Q2	–	Sell	-95,773	Closed	-$1.74M	–	87
2020 Q1	$1.74M	Sell	95,773 -741	-0.8%	-$18.2K	1.25%	43
2019 Q4	$2.58M	Sell	96,514 -2,603	-3%	-$67.5K	1.32%	28
2019 Q3	$2.3M	Sell	99,117 -5,968	-6%	-$129K	1.25%	38
2019 Q2	$2.1M	Buy	105,085 +3,983	+4%	+$77.6K	1.13%	44
2019 Q1	$1.87M	Buy	101,102 +2,644	+3%	+$47.5K	1.06%	51
2018 Q4	$1.68M	Buy	98,458 +9,251	+10%	+$168K	1.05%	52
2018 Q3	$1.7M	Buy	89,207 +11,608	+15%	+$225K	0.96%	52
2018 Q2	$1.58M	Buy	+77,599	New	+$1.55M	1.09%	49

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCP

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

Monument Capital Management's WU Position: Q2 2020 in Review

Monument Capital Management sold out of Western Union (WU) in Q2 2020, closing a stake of 95,773 shares — an estimated $1.74M sold.

Monument Capital Management first reported a position in WU in Q2 2018 and held it in 8 quarters. The position peaked at $2.58M in Q4 2019. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

Monument Capital Management reported no remaining Western Union position as of Q2 2020 after selling out during the quarter.
Monument Capital Management sold 95,773 Western Union shares in Q2 2020, an estimated $1.74M.
Monument Capital Management first reported a position in Western Union in Q2 2018 and held it in 8 quarters.
Monument Capital Management's Western Union position peaked at $2.58M in Q4 2019.
575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on Monument Capital Management's 13F filing for Q2 2020, filed 16 Jul 2020.