Shufro Rose & Co’s Western Union WU Stock Holding History

Shufro Rose & Co’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	-83,467	Closed	-$1.51M	–	307
2020 Q1	$1.51M	Sell	83,467 -100	-0.1%	-$2.45K	0.18%	76
2019 Q4	$2.24M	Sell	83,567 -100	-0.1%	-$2.59K	0.2%	72
2019 Q3	$1.94M	Sell	83,667 -30,133	-26%	-$651K	0.19%	77
2019 Q2	$2.26M	Hold	113,800	–	–	0.22%	74
2019 Q1	$2.1M	Sell	113,800 -7,033	-6%	-$126K	0.21%	76
2018 Q4	$2.06M	Sell	120,833 -154,167	-56%	-$2.8M	0.23%	78
2018 Q3	$5.24M	Buy	+275,000	New	+$5.34M	0.49%	59

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

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

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 New York $544B AUM 28.31% 1-Year Est. Return

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

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

Shufro Rose & Co's WU Position: Q2 2020 in Review

Shufro Rose & Co sold out of Western Union (WU) in Q2 2020, closing a stake of 83,467 shares — an estimated $1.51M sold.

Shufro Rose & Co first reported a position in WU in Q3 2018 and held it in 7 quarters. The position peaked at $5.24M in Q3 2018. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

Shufro Rose & Co reported no remaining Western Union position as of Q2 2020 after selling out during the quarter.
Shufro Rose & Co sold 83,467 Western Union shares in Q2 2020, an estimated $1.51M.
Shufro Rose & Co first reported a position in Western Union in Q3 2018 and held it in 7 quarters.
Shufro Rose & Co's Western Union position peaked at $5.24M in Q3 2018.
575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on Shufro Rose & Co's 13F filing for Q2 2020, filed 6 Aug 2020.