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Next Financial Group’s Western Union WU Stock Holding History

Next Financial Group’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
Q4 		$25K Sell
1,425
-685
-32% -$12.6K ﹤0.01% 1797
2021
Q3 		$42K Buy
2,110
+960
+83% +$21.2K ﹤0.01% 1490
2021
Q2 		$26K Hold
1,150
– – ﹤0.01% 1660
2021
Q1 		$28K Hold
1,150
– – ﹤0.01% 1524
2020
Q4 		$26K Sell
1,150
-18,301
-94% -$397K ﹤0.01% 1442
2020
Q3 		$417K Buy
+19,451
New +$442K 0.04% 378
2020
Q2 		– Sell
-32,134
Closed -$583K – 1901
2020
Q1 		$583K Sell
32,134
-23,167
-42% -$568K 0.08% 240
2019
Q4 		$1.48M Buy
55,301
+47,230
+585% +$1.22M 0.15% 148
2019
Q3 		$187K Buy
8,071
+2,087
+35% +$45.1K 0.02% 701
2019
Q2 		$119K Buy
5,984
+5,534
+1,230% +$108K 0.01% 849
2019
Q1 		$8K Sell
450
-25
-5% -$450 ﹤0.01% 1169
2018
Q4 		$8K Sell
475
-31
-6% -$564 ﹤0.01% 1418
2018
Q3 		$10K Buy
+506
New +$9.82K ﹤0.01% 993
2017
Q4 		– Sell
-300
Closed -$6K – 1433
2017
Q3 		$6K Sell
300
-400
-57% -$7.63K ﹤0.01% 1386
2017
Q2 		$13K Hold
700
– – ﹤0.01% 1247
2017
Q1 		$14K Sell
700
-33
-5% -$674 ﹤0.01% 1164
2016
Q4 		$16K Buy
733
+200
+38% +$4.15K ﹤0.01% 1469
2016
Q3 		$11K Buy
533
+33
+7% +$678 ﹤0.01% 1624
2016
Q2 		$9K Hold
500
– – ﹤0.01% 1243
2016
Q1 		$9K Sell
500
-3,980
-89% -$71.6K ﹤0.01% 1213
2015
Q4 		$80K Buy
4,480
+380
+9% +$7.17K 0.03% 495
2015
Q3 		$75K Sell
4,100
-2,800
-41% -$53.3K 0.03% 520
2015
Q2 		$140K Hold
6,900
– – 0.05% 385
2015
Q1 		$143K Hold
6,900
– – 0.05% 377
2014
Q4 		$124K Sell
6,900
-1,257
-15% -$21.8K 0.04% 395
2014
Q3 		$131K Buy
+8,157
New +$140K 0.03% 579

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Next Financial Group's WU Position: Q4 2021 in Review

Next Financial Group reduced its Western Union (WU) stake by 32% in Q4 2021, selling an estimated $12.6K and leaving 1,425 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Next Financial Group first reported a position in WU in Q3 2014 and has held it in 26 quarters since. The position peaked at $1.48M in Q4 2019. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

  • Next Financial Group held 1,425 shares of Western Union worth $25K as of Q4 2021.
  • Next Financial Group sold 685 Western Union shares in Q4 2021, an estimated $12.6K.
  • Western Union made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1797 holding.
  • Next Financial Group first reported a position in Western Union in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Western Union position peaked at $1.48M in Q4 2019.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.