North Star Investment Management’s Western Union WU Stock Holding History

North Star Investment 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
2019 Q4	–	Sell	-400	Closed	-$9K	–	1103
2019 Q3	$9K	Buy	+400	New	+$8.64K	﹤0.01%	837
2019 Q2	–	Sell	-400	Closed	-$7K	–	945
2019 Q1	$7K	Hold	400	–	–	﹤0.01%	885
2018 Q4	$7K	Hold	400	–	–	﹤0.01%	860
2018 Q3	$8K	Hold	400	–	–	﹤0.01%	880
2018 Q2	$8K	Hold	400	–	–	﹤0.01%	896
2018 Q1	$8K	Hold	400	–	–	﹤0.01%	881
2017 Q4	$8K	Hold	400	–	–	﹤0.01%	859
2017 Q3	$8K	Hold	400	–	–	﹤0.01%	881
2017 Q2	$8K	Hold	400	–	–	﹤0.01%	865
2017 Q1	$8K	Buy	+400	New	+$8.16K	﹤0.01%	836

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

North Star Investment Management's WU Position: Q4 2019 in Review

North Star Investment Management sold out of Western Union (WU) in Q4 2019, closing a stake of 400 shares — an estimated $9K sold.

North Star Investment Management first reported a position in WU in Q1 2017 and held it in 10 quarters. The position peaked at $9K in Q3 2019. 600 funds tracked by Wall St. Rank hold WU as of Q4 2019.

North Star Investment Management reported no remaining Western Union position as of Q4 2019 after selling out during the quarter.
North Star Investment Management sold 400 Western Union shares in Q4 2019, an estimated $9K.
North Star Investment Management first reported a position in Western Union in Q1 2017 and held it in 10 quarters.
North Star Investment Management's Western Union position peaked at $9K in Q3 2019.
600 funds tracked by Wall St. Rank held Western Union as of Q4 2019.

Based on North Star Investment Management's 13F filing for Q4 2019, filed 29 Jan 2020.