AUA Capital Management’s Western Union WU Stock Holding History

AUA Capital 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
2022 Q4	–	Sell	-551	Closed	-$7K	–	373
2022 Q3	$7K	Hold	551	–	–	﹤0.01%	177
2022 Q2	$9K	Hold	551	–	–	0.01%	175
2022 Q1	$10K	Hold	551	–	–	0.01%	174
2021 Q4	$10K	Hold	551	–	–	0.01%	163
2021 Q3	$11K	Hold	551	–	–	0.01%	156
2021 Q2	$13K	Hold	551	–	–	0.01%	155
2021 Q1	$14K	Hold	551	–	–	0.01%	156
2020 Q4	$12K	Hold	551	–	–	0.01%	162
2020 Q3	$12K	Hold	551	–	–	0.01%	157
2020 Q2	$12K	Hold	551	–	–	0.01%	135
2020 Q1	$10K	Hold	551	–	–	0.01%	148
2019 Q4	$15K	Hold	551	–	–	0.01%	149
2019 Q3	$13K	Hold	551	–	–	0.01%	154
2019 Q2	$11K	Hold	551	–	–	0.01%	160
2019 Q1	$10K	Hold	551	–	–	0.01%	161
2018 Q4	$9K	Hold	551	–	–	0.01%	159
2018 Q3	$11K	Hold	551	–	–	0.01%	161
2018 Q2	$11K	Hold	551	–	–	0.01%	160
2018 Q1	$11K	Hold	551	–	–	0.01%	169
2017 Q4	$10K	Hold	551	–	–	0.01%	180
2017 Q3	$11K	Hold	551	–	–	0.01%	174
2017 Q2	$10K	Hold	551	–	–	0.01%	178
2017 Q1	$11K	Hold	551	–	–	0.01%	161
2016 Q4	$12K	Buy	+551	New	+$11.4K	0.01%	154

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AUA Capital Management's WU Position: Q4 2022 in Review

AUA Capital Management sold out of Western Union (WU) in Q4 2022, closing a stake of 551 shares — an estimated $7K sold.

AUA Capital Management first reported a position in WU in Q4 2016 and held it in 24 quarters. The position peaked at $15K in Q4 2019. 505 funds tracked by Wall St. Rank hold WU as of Q4 2022.

AUA Capital Management reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
AUA Capital Management sold 551 Western Union shares in Q4 2022, an estimated $7K.
AUA Capital Management first reported a position in Western Union in Q4 2016 and held it in 24 quarters.
AUA Capital Management's Western Union position peaked at $15K in Q4 2019.
505 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on AUA Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.