Windsor Capital Management’s Western Union WU Stock Holding History

Windsor 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 Q2	–	Sell	-24,638	Closed	-$607K	–	120
2021 Q1	$607K	Buy	24,638 +1,110	+5%	+$26.1K	0.21%	76
2020 Q4	$516K	Buy	23,528 +53	+0.2%	+$1.15K	0.19%	83
2020 Q3	$503K	Sell	23,475 -850	-3%	-$19.3K	0.21%	80
2020 Q2	$525K	Buy	+24,325	New	+$494K	0.23%	78

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Windsor Capital Management's WU Position: Q2 2021 in Review

Windsor Capital Management sold out of Western Union (WU) in Q2 2021, closing a stake of 24,638 shares — an estimated $607K sold.

Windsor Capital Management first reported a position in WU in Q2 2020 and held it in 4 quarters. The position peaked at $607K in Q1 2021. 567 funds tracked by Wall St. Rank hold WU as of Q2 2021.

Windsor Capital Management reported no remaining Western Union position as of Q2 2021 after selling out during the quarter.
Windsor Capital Management sold 24,638 Western Union shares in Q2 2021, an estimated $607K.
Windsor Capital Management first reported a position in Western Union in Q2 2020 and held it in 4 quarters.
Windsor Capital Management's Western Union position peaked at $607K in Q1 2021.
567 funds tracked by Wall St. Rank held Western Union as of Q2 2021.

Based on Windsor Capital Management's 13F filing for Q2 2021, filed 12 Aug 2021.