Spectrum Management Group’s Western Union WU Stock Holding History

Spectrum Management Group’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 Q1	–	Sell	-2,680	Closed	-$59K	–	258
2020 Q4	$59K	Sell	2,680 -116,126	-98%	-$2.52M	0.01%	140
2020 Q3	$2.55M	Buy	118,806 +5,166	+5%	+$117K	0.6%	51
2020 Q2	$2.46M	Sell	113,640 -7,810	-6%	-$159K	0.62%	52
2020 Q1	$2.2M	Buy	121,450 +62,400	+106%	+$1.53M	0.74%	42
2019 Q4	$1.58M	Buy	+59,050	New	+$1.53M	0.65%	41
2019 Q2	–	Sell	-846	Closed	-$16K	–	269
2019 Q1	$16K	Buy	+846	New	+$15.2K	﹤0.01%	194
2017 Q4	–	Sell	-4	Closed	–	–	426
2017 Q3	$0	Sell	4 -48,386	-100%	-$922K	﹤0.01%	456
2017 Q2	$922K	Buy	48,390 +6,555	+16%	+$127K	0.35%	49
2017 Q1	$851K	Sell	41,835 -11,475	-22%	-$234K	0.31%	52
2016 Q4	$1.16M	Buy	+53,310	New	+$1.11M	0.42%	35

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

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CCP

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

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

Spectrum Management Group's WU Position: Q1 2021 in Review

Spectrum Management Group sold out of Western Union (WU) in Q1 2021, closing a stake of 2,680 shares — an estimated $59K sold.

Spectrum Management Group first reported a position in WU in Q4 2016 and held it in 10 quarters. The position peaked at $2.55M in Q3 2020. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

Spectrum Management Group reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
Spectrum Management Group sold 2,680 Western Union shares in Q1 2021, an estimated $59K.
Spectrum Management Group first reported a position in Western Union in Q4 2016 and held it in 10 quarters.
Spectrum Management Group's Western Union position peaked at $2.55M in Q3 2020.
572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on Spectrum Management Group's 13F filing for Q1 2021, filed 6 May 2021.