Otter Creek Advisors’s Western Union WU Stock Holding History

Otter Creek Advisors’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 Q3	–	Sell	-140,000	Closed	-$2.79M	–	71
2019 Q2	$2.79M	Sell	140,000 -50,000	-26%	-$975K	1.08%	47
2019 Q1	$3.51M	Buy	190,000 +16,800	+10%	+$302K	1.07%	36
2018 Q4	$2.96M	Buy	173,200 +13,000	+8%	+$236K	1.06%	41
2018 Q3	$3.05M	Sell	160,200 -375,400	-70%	-$7.29M	0.76%	59
2018 Q2	$10.9M	Buy	+535,600	New	+$10.7M	2.3%	12
2018 Q1	–	Sell	-578,300	Closed	-$11M	–	89
2017 Q4	$11M	Buy	578,300 +151,100	+35%	+$2.97M	1.57%	28
2017 Q3	$8.2M	Sell	427,200 -469,000	-52%	-$8.94M	1.06%	47
2017 Q2	$17.1M	Buy	896,200 +386,200	+76%	+$7.47M	2.44%	5
2017 Q1	$10.4M	Sell	510,000 -100	-0%	-$2.04K	1.53%	26
2016 Q4	$11.1M	Sell	510,100 -101,900	-17%	-$2.11M	1.29%	29
2016 Q3	$12.7M	Sell	612,000 -298,000	-33%	-$6.12M	1.9%	17
2016 Q2	$17.5M	Sell	910,000 -189,900	-17%	-$3.69M	3.16%	2
2016 Q1	$21.2M	Buy	1,099,900 +492,400	+81%	+$8.86M	3.88%	2
2015 Q4	$10.9M	Buy	+607,500	New	+$11.5M	3.19%	2

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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