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Pettyjohn Wood & White’s Western Union WU Stock Holding History

Pettyjohn Wood & White’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
Q1 		– Sell
-8,512
Closed -$228K – 147
2019
Q4 		$228K Buy
+8,512
New +$221K 0.07% 144
2018
Q4 		– Sell
-13,492
Closed -$257K – 148
2018
Q3 		$257K Sell
13,492
-4,255
-24% -$82.6K 0.08% 134
2018
Q2 		$361K Sell
17,747
-2,900
-14% -$57.7K 0.13% 113
2018
Q1 		$397K Sell
20,647
-11,355
-35% -$228K 0.14% 105
2017
Q4 		$608K Sell
32,002
-13,810
-30% -$271K 0.22% 86
2017
Q3 		$880K Sell
45,812
-34,355
-43% -$655K 0.33% 70
2017
Q2 		$1.53M Buy
80,167
+3,625
+5% +$70.2K 0.57% 56
2017
Q1 		$1.56M Sell
76,542
-500
-0.6% -$10.2K 0.58% 56
2016
Q4 		$1.67M Buy
77,042
+3,852
+5% +$79.9K 0.65% 55
2016
Q3 		$1.52M Sell
73,190
-5,627
-7% -$116K 0.73% 46
2016
Q2 		$1.51M Sell
78,817
-1,000
-1% -$19.4K 0.6% 56
2016
Q1 		$1.54M Buy
79,817
+2,300
+3% +$41.4K 0.63% 54
2015
Q4 		$1.39M Buy
77,517
+3,977
+5% +$75.1K 0.59% 55
2015
Q3 		$1.35M Buy
73,540
+1,675
+2% +$31.9K 0.62% 57
2015
Q2 		$1.46M Buy
71,865
+250
+0.3% +$5.32K 0.62% 56
2015
Q1 		$1.49M Buy
71,615
+1,270
+2% +$23.6K 0.62% 56
2014
Q4 		$1.26M Buy
70,345
+1,870
+3% +$32.4K 0.52% 60
2014
Q3 		$1.1M Buy
68,475
+1,570
+2% +$27K 0.47% 65
2014
Q2 		$1.16M Buy
66,905
+3,300
+5% +$53.3K 0.51% 62
2014
Q1 		$1.04M Buy
+63,605
New +$1.04M 0.48% 67

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pettyjohn Wood & White's WU Position: Q1 2020 in Review

Pettyjohn Wood & White sold out of Western Union (WU) in Q1 2020, closing a stake of 8,512 shares — an estimated $228K sold.

Pettyjohn Wood & White first reported a position in WU in Q1 2014 and held it in 20 quarters. The position peaked at $1.67M in Q4 2016. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

  • Pettyjohn Wood & White reported no remaining Western Union position as of Q1 2020 after selling out during the quarter.
  • Pettyjohn Wood & White sold 8,512 Western Union shares in Q1 2020, an estimated $228K.
  • Pettyjohn Wood & White first reported a position in Western Union in Q1 2014 and held it in 20 quarters.
  • Pettyjohn Wood & White's Western Union position peaked at $1.67M in Q4 2016.
  • 579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Pettyjohn Wood & White's 13F filing for Q1 2020, filed 20 Apr 2020.