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Stone Ridge Asset Management’s Western Union WU Stock Holding History

Stone Ridge Asset 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
2020
Q1 		– Sell
-26,854
Closed -$719K – 932
2019
Q4 		$719K Hold
26,854
– – 0.04% 511
2019
Q3 		$622K Hold
26,854
– – 0.04% 588
2019
Q2 		$534K Hold
26,854
– – 0.03% 695
2019
Q1 		$496K Buy
26,854
+14,357
+115% +$258K 0.03% 722
2018
Q4 		$213K Buy
+12,497
New +$227K 0.01% 1115

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stone Ridge Asset Management's WU Position: Q1 2020 in Review

Stone Ridge Asset Management sold out of Western Union (WU) in Q1 2020, closing a stake of 26,854 shares — an estimated $719K sold.

Stone Ridge Asset Management first reported a position in WU in Q4 2018 and held it in 5 quarters. The position peaked at $719K in Q4 2019. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

  • Stone Ridge Asset Management reported no remaining Western Union position as of Q1 2020 after selling out during the quarter.
  • Stone Ridge Asset Management sold 26,854 Western Union shares in Q1 2020, an estimated $719K.
  • Stone Ridge Asset Management first reported a position in Western Union in Q4 2018 and held it in 5 quarters.
  • Stone Ridge Asset Management's Western Union position peaked at $719K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Stone Ridge Asset Management's 13F filing for Q1 2020, filed 5 May 2020.