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Waratah Capital Advisors’s Western Union WU Stock Holding History

Waratah Capital Advisors’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
Q4 		– Sell
-10,564
Closed -$214K – 301
2021
Q3 		$214K Buy
+10,564
New +$233K ﹤0.01% 244

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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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

Waratah Capital Advisors's WU Position: Q4 2021 in Review

Waratah Capital Advisors sold out of Western Union (WU) in Q4 2021, closing a stake of 10,564 shares — an estimated $214K sold.

Waratah Capital Advisors first reported a position in WU in Q3 2021 and held it in 1 quarter. The position peaked at $214K in Q3 2021. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

  • Waratah Capital Advisors reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
  • Waratah Capital Advisors sold 10,564 Western Union shares in Q4 2021, an estimated $214K.
  • Waratah Capital Advisors first reported a position in Western Union in Q3 2021 and held it in 1 quarter.
  • Waratah Capital Advisors's Western Union position peaked at $214K in Q3 2021.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on Waratah Capital Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.