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SRB Corp’s Western Union WU Stock Holding History

SRB Corp’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
Q4 		– Sell
-24,547
Closed -$526K – 201
2020
Q3 		$526K Buy
+24,547
New +$557K 0.04% 129
2020
Q2 		– Sell
-20,493
Closed -$372K – 178
2020
Q1 		$372K Buy
20,493
+1,724
+9% +$42.3K 0.03% 100
2019
Q4 		$502K Sell
18,769
-2,480
-12% -$64.3K 0.04% 123
2019
Q3 		$492K Sell
21,249
-3,370
-14% -$72.8K 0.04% 55
2019
Q2 		$490K Buy
+24,619
New +$480K 0.05% 120
2017
Q1 		– Sell
-8,089
Closed -$176K – 186
2016
Q4 		$176K Buy
+8,089
New +$168K 0.02% 84

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SRB Corp's WU Position: Q4 2020 in Review

SRB Corp sold out of Western Union (WU) in Q4 2020, closing a stake of 24,547 shares — an estimated $526K sold.

SRB Corp first reported a position in WU in Q4 2016 and held it in 6 quarters. The position peaked at $526K in Q3 2020. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

  • SRB Corp reported no remaining Western Union position as of Q4 2020 after selling out during the quarter.
  • SRB Corp sold 24,547 Western Union shares in Q4 2020, an estimated $526K.
  • SRB Corp first reported a position in Western Union in Q4 2016 and held it in 6 quarters.
  • SRB Corp's Western Union position peaked at $526K in Q3 2020.
  • 580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on SRB Corp's 13F filing for Q4 2020, filed 12 Feb 2021.