SVB Wealth’s Western Union WU Stock Holding History

SVB Wealth’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	-10,370	Closed	-$222K	–	889
2020 Q3	$222K	Buy	10,370 +671	+7%	+$15.2K	﹤0.01%	611
2020 Q2	$210K	Buy	+9,699	New	+$197K	﹤0.01%	532

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

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

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SVB Wealth's WU Position: Q4 2020 in Review

SVB Wealth sold out of Western Union (WU) in Q4 2020, closing a stake of 10,370 shares — an estimated $222K sold.

SVB Wealth first reported a position in WU in Q2 2020 and held it in 2 quarters. The position peaked at $222K in Q3 2020. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

SVB Wealth reported no remaining Western Union position as of Q4 2020 after selling out during the quarter.
SVB Wealth sold 10,370 Western Union shares in Q4 2020, an estimated $222K.
SVB Wealth first reported a position in Western Union in Q2 2020 and held it in 2 quarters.
SVB Wealth's Western Union position peaked at $222K in Q3 2020.
580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on SVB Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.