Sterling Investment Advisors (Pennsylvania)’s Western Union WU Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q2	–	Sell	-948	Closed	-$23K	–	575
2021 Q1	$23K	Hold	948	–	–	0.01%	323
2020 Q4	$21K	Hold	948	–	–	0.01%	302
2020 Q3	$20K	Hold	948	–	–	0.01%	298
2020 Q2	$20K	Hold	948	–	–	0.01%	299
2020 Q1	$17K	Hold	948	–	–	0.01%	286
2019 Q4	$25K	Hold	948	–	–	0.01%	277
2019 Q3	$22K	Hold	948	–	–	0.01%	286
2019 Q2	$19K	Hold	948	–	–	0.01%	302
2019 Q1	$18K	Hold	948	–	–	0.01%	303
2018 Q4	$16K	Hold	948	–	–	0.01%	296
2018 Q3	$18K	Hold	948	–	–	0.01%	317
2018 Q2	$19K	Hold	948	–	–	0.01%	293
2018 Q1	$18K	Hold	948	–	–	0.01%	282
2017 Q4	$18K	Hold	948	–	–	0.01%	267
2017 Q3	$18K	Hold	948	–	–	0.01%	263
2017 Q2	$18K	Hold	948	–	–	0.01%	265
2017 Q1	$19K	Hold	948	–	–	0.01%	255
2016 Q4	$21K	Buy	+948	New	+$19.7K	0.02%	217

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

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

CCP

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s WU Position: Q2 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Western Union (WU) in Q2 2021, closing a stake of 948 shares — an estimated $23K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WU in Q4 2016 and held it in 18 quarters. The position peaked at $25K in Q4 2019. 567 funds tracked by Wall St. Rank hold WU as of Q2 2021.

Sterling Investment Advisors (Pennsylvania) reported no remaining Western Union position as of Q2 2021 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 948 Western Union shares in Q2 2021, an estimated $23K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Western Union in Q4 2016 and held it in 18 quarters.
Sterling Investment Advisors (Pennsylvania)'s Western Union position peaked at $25K in Q4 2019.
567 funds tracked by Wall St. Rank held Western Union as of Q2 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2021, filed 29 Jul 2021.