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AJO LP’s Western Union WU Stock Holding History

AJO LP’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
Q1 		– Sell
-121,151
Closed -$2.66M – 251
2020
Q4 		$2.66M Sell
121,151
-2,294,483
-95% -$49.8M 0.28% 115
2020
Q3 		$51.8M Buy
2,415,634
+1,060,933
+78% +$24.1M 0.55% 54
2020
Q2 		$29.3M Buy
1,354,701
+165,537
+14% +$3.36M 0.27% 103
2020
Q1 		$21.6M Sell
1,189,164
-184,293
-13% -$4.52M 0.19% 139
2019
Q4 		$36.8M Sell
1,373,457
-1,090,331
-44% -$28.3M 0.22% 121
2019
Q3 		$57.1M Buy
2,463,788
+2,449,000
+16,561% +$52.9M 0.33% 95
2019
Q2 		$294K Hold
14,788
– – ﹤0.01% 563
2019
Q1 		$273K Hold
14,788
– – ﹤0.01% 625
2018
Q4 		$252K Buy
+14,788
New +$269K ﹤0.01% 601
2017
Q3 		– Sell
-237,023
Closed -$4.51M – 624
2017
Q2 		$4.51M Buy
+237,023
New +$4.59M 0.02% 321
2015
Q2 		– Sell
-5,743,980
Closed -$120M – 557
2015
Q1 		$120M Sell
5,743,980
-26,490
-0.5% -$493K 0.5% 82
2014
Q4 		$103M Buy
+5,770,470
New +$100M 0.44% 87

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AJO LP's WU Position: Q1 2021 in Review

AJO LP sold out of Western Union (WU) in Q1 2021, closing a stake of 121,151 shares — an estimated $2.66M sold.

AJO LP first reported a position in WU in Q4 2014 and held it in 12 quarters. The position peaked at $120M in Q1 2015. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

  • AJO LP reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
  • AJO LP sold 121,151 Western Union shares in Q1 2021, an estimated $2.66M.
  • AJO LP first reported a position in Western Union in Q4 2014 and held it in 12 quarters.
  • AJO LP's Western Union position peaked at $120M in Q1 2015.
  • 572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on AJO LP's 13F filing for Q1 2021, filed 7 May 2021.