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Symmetry Partners’s Western Union WU Stock Holding History

Symmetry 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
2020
Q4 		– Sell
-9,725
Closed -$208K – 613
2020
Q3 		$208K Sell
9,725
-4,331
-31% -$98.3K 0.02% 562
2020
Q2 		$304K Sell
14,056
-3,875
-22% -$78.7K 0.04% 229
2020
Q1 		$325K Buy
17,931
+9,753
+119% +$239K 0.07% 191
2019
Q4 		$219K Buy
+8,178
New +$212K 0.05% 303

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

Symmetry Partners's WU Position: Q4 2020 in Review

Symmetry Partners sold out of Western Union (WU) in Q4 2020, closing a stake of 9,725 shares — an estimated $208K sold.

Symmetry Partners first reported a position in WU in Q4 2019 and held it in 4 quarters. The position peaked at $325K in Q1 2020. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

  • Symmetry Partners reported no remaining Western Union position as of Q4 2020 after selling out during the quarter.
  • Symmetry Partners sold 9,725 Western Union shares in Q4 2020, an estimated $208K.
  • Symmetry Partners first reported a position in Western Union in Q4 2019 and held it in 4 quarters.
  • Symmetry Partners's Western Union position peaked at $325K in Q1 2020.
  • 580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on Symmetry Partners's 13F filing for Q4 2020, filed 18 Feb 2021.