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Bogle Investment Management’s Western Union WU Stock Holding History

Bogle 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
2020
Q3 		– Sell
-121,403
Closed -$2.63M – 332
2020
Q2 		$2.63M Buy
+121,403
New +$2.46M 0.44% 109
2015
Q3 		– Sell
-446,253
Closed -$9.07M – 442
2015
Q2 		$9.07M Buy
+446,253
New +$9.5M 0.68% 51

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Bogle Investment Management's WU Position: Q3 2020 in Review

Bogle Investment Management sold out of Western Union (WU) in Q3 2020, closing a stake of 121,403 shares — an estimated $2.63M sold.

Bogle Investment Management first reported a position in WU in Q2 2015 and held it in 2 quarters. The position peaked at $9.07M in Q2 2015. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

  • Bogle Investment Management reported no remaining Western Union position as of Q3 2020 after selling out during the quarter.
  • Bogle Investment Management sold 121,403 Western Union shares in Q3 2020, an estimated $2.63M.
  • Bogle Investment Management first reported a position in Western Union in Q2 2015 and held it in 2 quarters.
  • Bogle Investment Management's Western Union position peaked at $9.07M in Q2 2015.
  • 558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on Bogle Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.