SIP
WU icon

Stoneridge Investment Partners’s Western Union WU Stock Holding History

Stoneridge Investment Partners’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
2018
Q1 		– Sell
-195,581
Closed -$3.72M – 245
2017
Q4 		$3.72M Sell
195,581
-11,570
-6% -$227K 0.59% 69
2017
Q3 		$3.98M Sell
207,151
-13,497
-6% -$257K 0.63% 59
2017
Q2 		$4.2M Sell
220,648
-383
-0.2% -$7.41K 0.63% 63
2017
Q1 		$4.5M Buy
+221,031
New +$4.51M 0.61% 58

Other funds holding WU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stoneridge Investment Partners's WU Position: Q1 2018 in Review

Stoneridge Investment Partners sold out of Western Union (WU) in Q1 2018, closing a stake of 195,581 shares — an estimated $3.72M sold.

Stoneridge Investment Partners first reported a position in WU in Q1 2017 and held it in 4 quarters. The position peaked at $4.5M in Q1 2017. 569 funds tracked by Wall St. Rank hold WU as of Q1 2018.

  • Stoneridge Investment Partners reported no remaining Western Union position as of Q1 2018 after selling out during the quarter.
  • Stoneridge Investment Partners sold 195,581 Western Union shares in Q1 2018, an estimated $3.72M.
  • Stoneridge Investment Partners first reported a position in Western Union in Q1 2017 and held it in 4 quarters.
  • Stoneridge Investment Partners's Western Union position peaked at $4.5M in Q1 2017.
  • 569 funds tracked by Wall St. Rank held Western Union as of Q1 2018.

Based on Stoneridge Investment Partners's 13F filing for Q1 2018, filed 27 Apr 2018.