Sonora Investment Management’s Western Union WU Stock Holding History

Sonora 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
2021 Q3	$70K	Hold	3,448	–	–	0.01%	351
2021 Q2	$79K	Hold	3,448	–	–	0.01%	311
2021 Q1	$85K	Hold	3,448	–	–	0.01%	450
2020 Q4	$76K	Hold	3,448	–	–	0.01%	490
2020 Q3	$74K	Hold	3,448	–	–	0.01%	461
2020 Q2	$75K	Hold	3,448	–	–	0.01%	395
2020 Q1	$63K	Hold	3,448	–	–	0.01%	398
2019 Q4	$92K	Sell	3,448 -1,300	-27%	-$33.7K	0.01%	364
2019 Q3	$110K	Hold	4,748	–	–	0.01%	321
2019 Q2	$94K	Hold	4,748	–	–	0.01%	363
2019 Q1	$88K	Sell	4,748 -3,448	-42%	-$62K	0.01%	353
2018 Q4	$140K	Hold	8,196	–	–	0.02%	245
2018 Q3	$156K	Hold	8,196	–	–	0.02%	235
2018 Q2	$167K	Hold	8,196	–	–	0.03%	218
2018 Q1	$158K	Hold	8,196	–	–	0.03%	219
2017 Q4	$156K	Hold	8,196	–	–	0.03%	215
2017 Q3	$157K	Hold	8,196	–	–	0.03%	207
2017 Q2	$156K	Hold	8,196	–	–	0.03%	202
2017 Q1	$167K	Buy	+8,196	New	+$167K	0.03%	195

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Sonora Investment Management's WU Position: Q3 2021 in Review

Sonora Investment Management held its Western Union (WU) position steady in Q3 2021 at 3,448 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #351.

Sonora Investment Management first reported a position in WU in Q1 2017 and has held it in 19 quarters since. The position peaked at $167K in Q2 2018. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

Sonora Investment Management held 3,448 shares of Western Union worth $70K as of Q3 2021.
Sonora Investment Management left its Western Union share count unchanged in Q3 2021.
Western Union made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #351 holding.
Sonora Investment Management first reported a position in Western Union in Q1 2017 and has held it in 19 quarters since.
Sonora Investment Management's Western Union position peaked at $167K in Q2 2018.
549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.