Ariel Investments’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-340,128
| Closed | -$4.16M | – | 117 |
|
|
2024
Q2 | $4.16M | Sell |
340,128
-29,754
| -8% | -$387K | 0.05% | 101 |
|
|
2024
Q1 | $5.17M | Hold |
369,882
| – | – | 0.05% | 97 |
|
|
2023
Q4 | $4.41M | Hold |
369,882
| – | – | 0.04% | 97 |
|
|
2023
Q3 | $4.88M | Buy |
369,882
+58,448
| +19% | +$716K | 0.05% | 91 |
|
|
2023
Q2 | $3.65M | Buy |
311,434
+91,768
| +42% | +$1.06M | 0.03% | 101 |
|
|
2023
Q1 | $2.45M | Sell |
219,666
-52,095
| -19% | -$678K | 0.02% | 103 |
|
|
2022
Q4 | $3.74M | Sell |
271,761
-83,825
| -24% | -$1.16M | 0.04% | 98 |
|
|
2022
Q3 | $4.8M | Sell |
355,586
-85,915
| -19% | -$1.35M | 0.05% | 95 |
|
|
2022
Q2 | $7.27M | Sell |
441,501
-7,791
| -2% | -$137K | 0.07% | 91 |
|
|
2022
Q1 | $8.42M | Buy |
449,292
+20,080
| +5% | +$371K | 0.07% | 93 |
|
|
2021
Q4 | $7.66M | Buy |
429,212
+70,080
| +20% | +$1.29M | 0.06% | 95 |
|
|
2021
Q3 | $7.26M | Sell |
359,132
-19,240
| -5% | -$425K | 0.07% | 94 |
|
|
2021
Q2 | $8.69M | Sell |
378,372
-29,700
| -7% | -$740K | 0.08% | 93 |
|
|
2021
Q1 | $10.1M | Sell |
408,072
-1,952
| -0.5% | -$46K | 0.1% | 92 |
|
|
2020
Q4 | $9M | Hold |
410,024
| – | – | 0.1% | 93 |
|
|
2020
Q3 | $8.79M | Buy |
410,024
+13,404
| +3% | +$304K | 0.13% | 89 |
|
|
2020
Q2 | $8.57M | Sell |
396,620
-8,519
| -2% | -$173K | 0.13% | 95 |
|
|
2020
Q1 | $7.34M | Sell |
405,139
-1,168,650
| -74% | -$28.7M | 0.13% | 93 |
|
|
2019
Q4 | $42.1M | Buy |
1,573,789
+9,700
| +0.6% | +$252K | 0.53% | 63 |
|
|
2019
Q3 | $36.2M | Sell |
1,564,089
-311,180
| -17% | -$6.72M | 0.48% | 67 |
|
|
2019
Q2 | $37.3M | Sell |
1,875,269
-4,911
| -0.3% | -$95.7K | 0.47% | 69 |
|
|
2019
Q1 | $34.7M | Sell |
1,880,180
-380,573
| -17% | -$6.84M | 0.43% | 70 |
|
|
2018
Q4 | $38.6M | Sell |
2,260,753
-1,851,412
| -45% | -$33.7M | 0.54% | 65 |
|
|
2018
Q3 | $78.4M | Buy |
4,112,165
+1,891
| +0% | +$36.7K | 0.87% | 39 |
|
|
2018
Q2 | $83.6M | Sell |
4,110,274
-40,399
| -1% | -$804K | 0.94% | 36 |
|
|
2018
Q1 | $79.8M | Sell |
4,150,673
-615,544
| -13% | -$12.4M | 0.91% | 43 |
|
|
2017
Q4 | $90.6M | Sell |
4,766,217
-339,783
| -7% | -$6.67M | 1.02% | 36 |
|
|
2017
Q3 | $98M | Buy |
5,106,000
+2,978
| +0.1% | +$56.8K | 1.14% | 30 |
|
|
2017
Q2 | $97.2M | Sell |
5,103,022
-44,437
| -0.9% | -$860K | 1.15% | 32 |
|
|
2017
Q1 | $105M | Sell |
5,147,459
-808,594
| -14% | -$16.5M | 1.23% | 32 |
|
|
2016
Q4 | $129M | Sell |
5,956,053
-250,880
| -4% | -$5.21M | 1.53% | 19 |
|
|
2016
Q3 | $129M | Sell |
6,206,933
-782,884
| -11% | -$16.1M | 1.56% | 18 |
|
|
2016
Q2 | $134M | Sell |
6,989,817
-781,174
| -10% | -$15.2M | 1.68% | 14 |
|
|
2016
Q1 | $150M | Sell |
7,770,991
-1,278,570
| -14% | -$23M | 1.81% | 15 |
|
|
2015
Q4 | $162M | Sell |
9,049,561
-1,487,840
| -14% | -$28.1M | 1.94% | 12 |
|
|
2015
Q3 | $193M | Buy |
10,537,401
+218,000
| +2% | +$4.15M | 2.41% | 6 |
|
|
2015
Q2 | $210M | Sell |
10,319,401
-1,945,306
| -16% | -$41.4M | 2.36% | 7 |
|
|
2015
Q1 | $255M | Sell |
12,264,707
-1,673,104
| -12% | -$31.2M | 2.86% | 5 |
|
|
2014
Q4 | $250M | Buy |
13,937,811
+288,215
| +2% | +$5M | 2.88% | 3 |
|
|
2014
Q3 | $219M | Sell |
13,649,596
-308,385
| -2% | -$5.31M | 2.83% | 4 |
|
|
2014
Q2 | $242M | Buy |
13,957,981
+211,639
| +2% | +$3.42M | 2.96% | 5 |
|
|
2014
Q1 | $225M | Buy |
13,746,342
+1,576,539
| +13% | +$25.7M | 2.74% | 6 |
|
|
2013
Q4 | $210M | Buy |
12,169,803
+1,625,020
| +15% | +$28.5M | 2.58% | 6 |
|
|
2013
Q3 | $197M | Sell |
10,544,783
-147,070
| -1% | -$2.64M | 2.86% | 6 |
|
|
2013
Q2 | $183M | Buy |
+10,691,853
| New | +$169M | 2.99% | 6 |
|
Other funds holding WU
Ariel Investments's WU Position: Q3 2024 in Review
Ariel Investments sold out of Western Union (WU) in Q3 2024, closing a stake of 340,128 shares — an estimated $4.16M sold.
Ariel Investments first reported a position in WU in Q2 2013 and held it in 45 quarters. The position peaked at $255M in Q1 2015. 453 funds tracked by Wall St. Rank hold WU as of Q3 2024.
- Ariel Investments reported no remaining Western Union position as of Q3 2024 after selling out during the quarter.
- Ariel Investments sold 340,128 Western Union shares in Q3 2024, an estimated $4.16M.
- Ariel Investments first reported a position in Western Union in Q2 2013 and held it in 45 quarters.
- Ariel Investments's Western Union position peaked at $255M in Q1 2015.
- 453 funds tracked by Wall St. Rank held Western Union as of Q3 2024.
Based on Ariel Investments's 13F filing for Q3 2024, filed 13 Nov 2024.