ZIM
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Zacks Investment Management’s Western Union WU Stock Holding History

Zacks Investment 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
2020
Q1 		– Sell
-97,567
Closed -$2.61M – 609
2019
Q4 		$2.61M Buy
+97,567
New +$2.53M 0.05% 223
2014
Q1 		– Sell
-27,220
Closed -$470K – 784
2013
Q4 		$470K Buy
+27,220
New +$477K 0.02% 415

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zacks Investment Management's WU Position: Q1 2020 in Review

Zacks Investment Management sold out of Western Union (WU) in Q1 2020, closing a stake of 97,567 shares — an estimated $2.61M sold.

Zacks Investment Management first reported a position in WU in Q4 2013 and held it in 2 quarters. The position peaked at $2.61M in Q4 2019. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

  • Zacks Investment Management reported no remaining Western Union position as of Q1 2020 after selling out during the quarter.
  • Zacks Investment Management sold 97,567 Western Union shares in Q1 2020, an estimated $2.61M.
  • Zacks Investment Management first reported a position in Western Union in Q4 2013 and held it in 2 quarters.
  • Zacks Investment Management's Western Union position peaked at $2.61M in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Zacks Investment Management's 13F filing for Q1 2020, filed 15 May 2020.