SS
WU icon

Simplicity Solutions’s Western Union WU Stock Holding History

Simplicity Solutions’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 		– Sell
-16,817
Closed -$340K – 618
2021
Q3 		$340K Buy
16,817
+2,460
+17% +$54.3K 0.05% 382
2021
Q2 		$330K Buy
14,357
+1,252
+10% +$31.2K 0.07% 343
2021
Q1 		$323K Sell
13,105
-59,265
-82% -$1.4M 0.07% 308
2020
Q4 		$1.59M Hold
72,370
– – 0.02% 437
2020
Q3 		$1.55M Buy
72,370
+13,469
+23% +$306K 0.03% 395
2020
Q2 		$1.27M Buy
58,901
+36,348
+161% +$738K 0.03% 404
2020
Q1 		$409K Sell
22,553
-9,289
-29% -$228K 0.01% 540
2019
Q4 		$852K Buy
31,842
+11,506
+57% +$298K 0.03% 419
2019
Q3 		$471K Sell
20,336
-2,033
-9% -$43.9K 0.02% 431
2019
Q2 		$445K Buy
+22,369
New +$436K 0.02% 384
2018
Q4 		– Sell
-20,835
Closed -$397K – 796
2018
Q3 		$397K Sell
20,835
-39,363
-65% -$764K 0.02% 311
2018
Q2 		$1.22M Sell
60,198
-9,796
-14% -$195K 0.09% 128
2018
Q1 		$1.35M Sell
69,994
-17
-0% -$341 0.12% 106
2017
Q4 		$1.33M Buy
70,011
+52,839
+308% +$1.04M 0.13% 108
2017
Q3 		$330K Sell
17,172
-8,408
-33% -$160K 0.22% 138
2017
Q2 		$487K Buy
25,580
+3,181
+14% +$61.6K 0.06% 244
2017
Q1 		$456K Buy
22,399
+1,480
+7% +$30.2K 0.07% 243
2016
Q4 		$454K Buy
20,919
+9,447
+82% +$196K 0.1% 202
2016
Q3 		$239K Buy
11,472
+981
+9% +$20.2K 0.12% 220
2016
Q2 		$201K Buy
+10,491
New +$204K 0.11% 213
2016
Q1 		– Sell
-27,958
Closed -$501K – 540
2015
Q4 		$501K Buy
+27,958
New +$528K 0.06% 450

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

Simplicity Solutions's WU Position: Q4 2021 in Review

Simplicity Solutions sold out of Western Union (WU) in Q4 2021, closing a stake of 16,817 shares — an estimated $340K sold.

Simplicity Solutions first reported a position in WU in Q4 2015 and held it in 21 quarters. The position peaked at $1.59M in Q4 2020. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

  • Simplicity Solutions reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
  • Simplicity Solutions sold 16,817 Western Union shares in Q4 2021, an estimated $340K.
  • Simplicity Solutions first reported a position in Western Union in Q4 2015 and held it in 21 quarters.
  • Simplicity Solutions's Western Union position peaked at $1.59M in Q4 2020.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on Simplicity Solutions's 13F filing for Q4 2021, filed 11 Feb 2022.