Winch Advisory Services’s Global Payments GPN Stock Holding History

Winch Advisory Services’s Portfolio GPN Stock Details GPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8	Closed	-$1K	–	431
2023 Q2	$1K	Hold	8	–	–	﹤0.01%	392
2023 Q1	$1K	Hold	8	–	–	﹤0.01%	387
2022 Q4	$1K	Hold	8	–	–	﹤0.01%	374
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	360
2022 Q2	$1K	Buy	+8	New	+$1.01K	﹤0.01%	385
2022 Q1	–	Sell	-8	Closed	-$1K	–	470
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	431
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	444
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	420
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	386
2020 Q4	$2K	Hold	8	–	–	﹤0.01%	365
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	361
2020 Q2	$1K	Sell	8 -4	-33%	-$666	﹤0.01%	358
2020 Q1	$2K	Hold	12	–	–	﹤0.01%	281
2019 Q4	$2K	Buy	+12	New	+$2.06K	﹤0.01%	316

Other funds holding GPN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Winch Advisory Services's GPN Position: Q3 2023 in Review

Winch Advisory Services sold out of Global Payments (GPN) in Q3 2023, closing a stake of 8 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in GPN in Q4 2019 and held it in 14 quarters. The position peaked at $2K in Q2 2021. 861 funds tracked by Wall St. Rank hold GPN as of Q3 2023.

Winch Advisory Services reported no remaining Global Payments position as of Q3 2023 after selling out during the quarter.
Winch Advisory Services sold 8 Global Payments shares in Q3 2023, an estimated $1K.
Winch Advisory Services first reported a position in Global Payments in Q4 2019 and held it in 14 quarters.
Winch Advisory Services's Global Payments position peaked at $2K in Q2 2021.
861 funds tracked by Wall St. Rank held Global Payments as of Q3 2023.

Based on Winch Advisory Services's 13F filing for Q3 2023, filed 6 Nov 2023.