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Twin Capital Management’s Western Union WU Stock Holding History

Twin Capital 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
2021
Q3 		– Sell
-19,340
Closed -$444K – 322
2021
Q2 		$444K Sell
19,340
-450
-2% -$11.2K 0.04% 278
2021
Q1 		$488K Sell
19,790
-13,420
-40% -$316K 0.05% 268
2020
Q4 		$729K Sell
33,210
-1,050
-3% -$22.8K 0.07% 232
2020
Q3 		$734K Sell
34,260
-1,600
-4% -$36.3K 0.07% 231
2020
Q2 		$775K Sell
35,860
-550
-2% -$11.2K 0.07% 216
2020
Q1 		$660K Sell
36,410
-80
-0.2% -$1.96K 0.07% 218
2019
Q4 		$977K Buy
+36,490
New +$946K 0.08% 214
2017
Q4 		– Sell
-85,130
Closed -$1.63M – 355
2017
Q3 		$1.63M Buy
85,130
+6,608
+8% +$126K 0.09% 247
2017
Q2 		$1.5M Sell
78,522
-28,197
-26% -$546K 0.09% 248
2017
Q1 		$2.17M Buy
+106,719
New +$2.18M 0.13% 215
2016
Q1 		– Sell
-105,510
Closed -$1.89M – 288
2015
Q4 		$1.89M Buy
105,510
+600
+0.6% +$11.3K 0.16% 173
2015
Q3 		$1.93M Sell
104,910
-100
-0.1% -$1.9K 0.18% 152
2015
Q2 		$2.13M Buy
105,010
+2,100
+2% +$44.7K 0.19% 154
2015
Q1 		$2.14M Buy
+102,910
New +$1.92M 0.19% 159

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
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

Twin Capital Management's WU Position: Q3 2021 in Review

Twin Capital Management sold out of Western Union (WU) in Q3 2021, closing a stake of 19,340 shares — an estimated $444K sold.

Twin Capital Management first reported a position in WU in Q1 2015 and held it in 14 quarters. The position peaked at $2.17M in Q1 2017. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

  • Twin Capital Management reported no remaining Western Union position as of Q3 2021 after selling out during the quarter.
  • Twin Capital Management sold 19,340 Western Union shares in Q3 2021, an estimated $444K.
  • Twin Capital Management first reported a position in Western Union in Q1 2015 and held it in 14 quarters.
  • Twin Capital Management's Western Union position peaked at $2.17M in Q1 2017.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on Twin Capital Management's 13F filing for Q3 2021, filed 29 Oct 2021.