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Achmea Investment Management’s Western Union WU Stock Holding History

Achmea 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
2023
Q2 		– Sell
-750
Closed -$9K – 650
2023
Q1 		$9K Sell
750
-85,132
-99% -$1.11M ﹤0.01% 623
2022
Q4 		$1.11M Hold
85,882
– – 0.04% 381
2022
Q3 		$1.16M Buy
85,882
+57,716
+205% +$905K 0.04% 372
2022
Q2 		$464K Hold
28,166
– – 0.02% 498
2022
Q1 		$527K Buy
+28,166
New +$521K 0.01% 527
2021
Q4 		– Sell
-26,545
Closed -$537K – 640
2021
Q3 		$537K Sell
26,545
-33,108
-56% -$731K 0.02% 514
2021
Q2 		$1.37M Sell
59,653
-92,353
-61% -$2.3M 0.05% 383
2021
Q1 		$3.75M Sell
152,006
-118,967
-44% -$2.8M 0.13% 209
2020
Q4 		$5.95M Sell
270,973
-76,795
-22% -$1.67M 0.21% 131
2020
Q3 		$7.45M Buy
+347,768
New +$7.9M 0.31% 86
2020
Q1 		– Sell
-227,134
Closed -$6.08M – 566
2019
Q4 		$6.08M Buy
227,134
+133,861
+144% +$3.47M 0.23% 105
2019
Q3 		$2.16M Buy
93,273
+7,664
+9% +$165K 0.09% 243
2019
Q2 		$1.7M Sell
85,609
-44,882
-34% -$875K 0.07% 296
2019
Q1 		$2.41M Hold
130,491
– – 0.1% 216
2018
Q4 		$2.23M Sell
130,491
-3,047
-2% -$55.4K 0.1% 211
2018
Q3 		$2.54M Sell
133,538
-146,543
-52% -$2.84M 0.1% 246
2018
Q2 		$5.69M Hold
280,081
– – 0.2% 132
2018
Q1 		$5.38M Buy
280,081
+9,621
+4% +$193K 0.18% 139
2017
Q4 		$5.14M Buy
270,460
+83,784
+45% +$1.64M 0.17% 143
2017
Q3 		$3.58M Hold
186,676
– – 0.2% 124
2017
Q2 		$3.55M Sell
186,676
-19,245
-9% -$372K 0.21% 121
2017
Q1 		$4.19M Buy
+205,921
New +$4.2M 0.2% 134

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Achmea Investment Management's WU Position: Q2 2023 in Review

Achmea Investment Management sold out of Western Union (WU) in Q2 2023, closing a stake of 750 shares — an estimated $9K sold.

Achmea Investment Management first reported a position in WU in Q1 2017 and held it in 22 quarters. The position peaked at $7.45M in Q3 2020. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.

  • Achmea Investment Management reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
  • Achmea Investment Management sold 750 Western Union shares in Q2 2023, an estimated $9K.
  • Achmea Investment Management first reported a position in Western Union in Q1 2017 and held it in 22 quarters.
  • Achmea Investment Management's Western Union position peaked at $7.45M in Q3 2020.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.

Based on Achmea Investment Management's 13F filing for Q2 2023, filed 24 Jul 2023.