Winslow Evans & Crocker’s Western Union WU Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$13K	Buy	+600	New	+$13K	﹤0.01%	903
2017 Q3	–	Sell	-100	Closed	-$1.91K	–	1256
2017 Q2	$1.91K	Hold	100	–	–	﹤0.01%	1185
2017 Q1	$2.04K	Hold	100	–	–	﹤0.01%	1144
2016 Q4	$2.17K	Hold	100	–	–	﹤0.01%	1142
2016 Q3	$2.08K	Hold	100	–	–	﹤0.01%	1185
2016 Q2	$1.92K	Hold	100	–	–	﹤0.01%	1174
2016 Q1	$1.93K	Sell	100 -46	-32%	-$827	﹤0.01%	1173
2015 Q4	$2.62K	Hold	146	–	–	﹤0.01%	1191
2015 Q3	$2.68K	Hold	146	–	–	﹤0.01%	1129
2015 Q2	$2.97K	Hold	146	–	–	﹤0.01%	1162
2015 Q1	$3.04K	Hold	146	–	–	﹤0.01%	1118
2014 Q4	$2.62K	Hold	146	–	–	﹤0.01%	1168
2014 Q3	$2.34K	Hold	146	–	–	﹤0.01%	1252
2014 Q2	$2.53K	Hold	146	–	–	﹤0.01%	1167
2014 Q1	$2.39K	Hold	146	–	–	﹤0.01%	1144
2013 Q4	$3K	Buy	+146	New	+$2.56K	﹤0.01%	1246

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

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

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

CCP

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Winslow Evans & Crocker's WU Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Western Union (WU) in Q4 2020: 600 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in WU as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in WU in Q4 2013 and has held it in 16 quarters since. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

Winslow Evans & Crocker held 600 shares of Western Union worth $13K as of Q4 2020.
Western Union was a new Winslow Evans & Crocker position in Q4 2020.
Western Union made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #903 holding.
Winslow Evans & Crocker first reported a position in Western Union in Q4 2013 and has held it in 16 quarters since.
580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.