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Newfound Research’s Western Union WU Stock Holding History

Newfound Research’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
-47
Closed -$1K – 197
2020
Q1 		$1K Hold
47
– – ﹤0.01% 88
2019
Q4 		$1K Sell
47
-12
-20% -$311 ﹤0.01% 134
2019
Q3 		$1K Buy
59
+3
+5% +$65 ﹤0.01% 147
2019
Q2 		$1K Buy
56
+14
+33% +$273 ﹤0.01% 149
2019
Q1 		$1K Buy
42
+15
+56% +$270 ﹤0.01% 144
2018
Q4 		$0 Buy
27
+12
+80% +$218 ﹤0.01% 215
2018
Q3 		$0 Buy
15
+7
+88% +$136 ﹤0.01% 231
2018
Q2 		$0 Buy
+8
New +$159 ﹤0.01% 226

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

Newfound Research's WU Position: Q2 2020 in Review

Newfound Research sold out of Western Union (WU) in Q2 2020, closing a stake of 47 shares — an estimated $1K sold.

Newfound Research first reported a position in WU in Q2 2018 and held it in 8 quarters. The position peaked at $1K in Q1 2020. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

  • Newfound Research reported no remaining Western Union position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 47 Western Union shares in Q2 2020, an estimated $1K.
  • Newfound Research first reported a position in Western Union in Q2 2018 and held it in 8 quarters.
  • Newfound Research's Western Union position peaked at $1K in Q1 2020.
  • 575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.