Aviva
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Aviva’s Western Union WU Stock Holding History

Aviva’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
Q4 		– Sell
-29,932
Closed -$395K – 1029
2023
Q3 		$395K Buy
+29,932
New +$367K ﹤0.01% 908
2023
Q1 		– Sell
-52,655
Closed -$725K – 1040
2022
Q4 		$725K Sell
52,655
-1,418
-3% -$19.6K ﹤0.01% 938
2022
Q3 		$730K Sell
54,073
-231,477
-81% -$3.63M ﹤0.01% 930
2022
Q2 		$4.7M Buy
285,550
+98,426
+53% +$1.74M 0.03% 594
2022
Q1 		$3.51M Buy
187,124
+65,358
+54% +$1.21M 0.02% 667
2021
Q4 		$2.17M Sell
121,766
-73,323
-38% -$1.35M 0.01% 858
2021
Q3 		$3.94M Buy
195,089
+33,648
+21% +$743K 0.02% 636
2021
Q2 		$3.71M Buy
161,441
+21,613
+15% +$538K 0.02% 664
2021
Q1 		$3.45M Sell
139,828
-2,531
-2% -$59.6K 0.02% 616
2020
Q4 		$3.12M Buy
142,359
+10,014
+8% +$217K 0.02% 587
2020
Q3 		$2.84M Sell
132,345
-5,164
-4% -$117K 0.02% 567
2020
Q2 		$2.97M Sell
137,509
-9,786
-7% -$199K 0.02% 537
2020
Q1 		$2.67M Sell
147,295
-1,466
-1% -$35.9K 0.02% 682
2019
Q4 		$3.98M Sell
148,761
-1,956
-1% -$50.7K 0.02% 515
2019
Q3 		$3.49M Sell
150,717
-12,233
-8% -$264K 0.02% 518
2019
Q2 		$3.24M Sell
162,950
-4,043
-2% -$78.8K 0.02% 568
2019
Q1 		$3.08M Sell
166,993
-614
-0.4% -$11K 0.02% 579
2018
Q4 		$2.86M Sell
167,607
-52,516
-24% -$955K 0.02% 569
2018
Q3 		$4.2M Sell
220,123
-11,180
-5% -$217K 0.02% 583
2018
Q2 		$4.7M Sell
231,303
-1,266
-0.5% -$25.2K 0.03% 545
2018
Q1 		$4.47M Sell
232,569
-30,104
-11% -$604K 0.03% 558
2017
Q4 		$4.99M Sell
262,673
-39,667
-13% -$778K 0.03% 553
2017
Q3 		$5.8M Buy
302,340
+4,180
+1% +$79.7K 0.03% 528
2017
Q2 		$5.68M Sell
298,160
-2,200
-0.7% -$42.6K 0.03% 532
2017
Q1 		$6.12M Sell
300,360
-18,542
-6% -$378K 0.04% 505
2016
Q4 		$6.93M Sell
318,902
-256,718
-45% -$5.33M 0.04% 451
2016
Q3 		$12M Buy
575,620
+278,175
+94% +$5.72M 0.07% 301
2016
Q2 		$5.71M Sell
297,445
-328,666
-52% -$6.38M 0.04% 478
2016
Q1 		$12.1M Buy
626,111
+2,958
+0.5% +$53.2K 0.09% 249
2015
Q4 		$11.2M Buy
623,153
+368,932
+145% +$6.97M 0.08% 263
2015
Q3 		$4.67M Sell
254,221
-6,270
-2% -$119K 0.04% 492
2015
Q2 		$5.3M Sell
260,491
-19,650
-7% -$418K 0.04% 484
2015
Q1 		$5.83M Buy
280,141
+55,328
+25% +$1.03M 0.04% 493
2014
Q4 		$4.03M Sell
224,813
-4,813
-2% -$83.5K 0.03% 540
2014
Q3 		$3.68M Sell
229,626
-880
-0.4% -$15.1K 0.03% 574
2014
Q2 		$4M Sell
230,506
-1,860
-0.8% -$30K 0.03% 550
2014
Q1 		$3.8M Buy
232,366
+10,130
+5% +$165K 0.03% 543
2013
Q4 		$3.83M Buy
222,236
+79,629
+56% +$1.4M 0.03% 531
2013
Q3 		$2.66M Buy
142,607
+38,233
+37% +$687K 0.02% 616
2013
Q2 		$1.79M Buy
+104,374
New +$1.65M 0.02% 642

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aviva's WU Position: Q4 2023 in Review

Aviva sold out of Western Union (WU) in Q4 2023, closing a stake of 29,932 shares — an estimated $395K sold.

Aviva first reported a position in WU in Q2 2013 and held it in 40 quarters. The position peaked at $12.1M in Q1 2016. 463 funds tracked by Wall St. Rank hold WU as of Q4 2023.

  • Aviva reported no remaining Western Union position as of Q4 2023 after selling out during the quarter.
  • Aviva sold 29,932 Western Union shares in Q4 2023, an estimated $395K.
  • Aviva first reported a position in Western Union in Q2 2013 and held it in 40 quarters.
  • Aviva's Western Union position peaked at $12.1M in Q1 2016.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q4 2023.

Based on Aviva's 13F filing for Q4 2023, filed 9 Feb 2024.