Weld Capital Management’s Western Union WU Stock Holding History

Weld 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 Q1	–	Sell	-23,703	Closed	-$520K	–	582
2020 Q4	$520K	Sell	23,703 -12,813	-35%	-$278K	0.2%	174
2020 Q3	$783K	Buy	+36,516	New	+$829K	0.31%	97
2020 Q1	–	Sell	-90,818	Closed	-$2.43M	–	743
2019 Q4	$2.43M	Buy	90,818 +60,549	+200%	+$1.57M	0.47%	37
2019 Q3	$701K	Buy	+30,269	New	+$653K	0.13%	265
2019 Q1	–	Sell	-78,511	Closed	-$1.34M	–	905
2018 Q4	$1.34M	Buy	+78,511	New	+$1.43M	0.3%	74

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Weld Capital Management's WU Position: Q1 2021 in Review

Weld Capital Management sold out of Western Union (WU) in Q1 2021, closing a stake of 23,703 shares — an estimated $520K sold.

Weld Capital Management first reported a position in WU in Q4 2018 and held it in 5 quarters. The position peaked at $2.43M in Q4 2019. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

Weld Capital Management reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
Weld Capital Management sold 23,703 Western Union shares in Q1 2021, an estimated $520K.
Weld Capital Management first reported a position in Western Union in Q4 2018 and held it in 5 quarters.
Weld Capital Management's Western Union position peaked at $2.43M in Q4 2019.
572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.