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Boston Research & Management’s Western Union WU Stock Holding History

Boston Research & 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
-71,747
Closed -$968K – 107
2022
Q3 		$968K Sell
71,747
-48,075
-40% -$753K 0.33% 68
2022
Q2 		$1.97M Sell
119,822
-5,992
-5% -$106K 0.64% 57
2022
Q1 		$2.36M Sell
125,814
-9,659
-7% -$179K 0.68% 54
2021
Q4 		$2.42M Sell
135,473
-13,600
-9% -$251K 0.66% 56
2021
Q3 		$3.01M Buy
149,073
+11,230
+8% +$248K 0.9% 46
2021
Q2 		$3.17M Buy
137,843
+615
+0.4% +$15.3K 0.96% 43
2021
Q1 		$3.38M Buy
137,228
+980
+0.7% +$23.1K 1.09% 40
2020
Q4 		$2.99M Buy
136,248
+8,397
+7% +$182K 1.04% 38
2020
Q3 		$2.74M Sell
127,851
-181
-0.1% -$4.11K 1.07% 37
2020
Q2 		$2.77M Buy
128,032
+2,791
+2% +$56.7K 1.15% 37
2020
Q1 		$2.27M Sell
125,241
-38,579
-24% -$946K 1.14% 38
2019
Q4 		$4.39M Sell
163,820
-2,850
-2% -$73.9K 1.65% 29
2019
Q3 		$3.86M Sell
166,670
-150
-0.1% -$3.24K 1.53% 36
2019
Q2 		$3.32M Buy
166,820
+2,260
+1% +$44K 1.34% 41
2019
Q1 		$3.04M Buy
164,560
+1,480
+0.9% +$26.6K 1.27% 41
2018
Q4 		$2.78M Buy
163,080
+10,970
+7% +$199K 1.32% 38
2018
Q3 		$2.9M Buy
152,110
+3,510
+2% +$68.1K 1.32% 39
2018
Q2 		$3.02M Buy
148,600
+2,015
+1% +$40.1K 1.49% 35
2018
Q1 		$2.82M Buy
146,585
+2,850
+2% +$57.2K 1.44% 35
2017
Q4 		$2.73M Sell
143,735
-5,240
-4% -$103K 1.37% 37
2017
Q3 		$2.86M Buy
148,975
+2,710
+2% +$51.7K 1.46% 38
2017
Q2 		$2.79M Buy
146,265
+1,420
+1% +$27.5K 1.51% 38
2017
Q1 		$2.95M Sell
144,845
-1,750
-1% -$35.7K 1.61% 32
2016
Q4 		$3.18M Sell
146,595
-660
-0.4% -$13.7K 1.81% 22
2016
Q3 		$3.06M Buy
147,255
+580
+0.4% +$11.9K 1.77% 22
2016
Q2 		$2.81M Buy
146,675
+460
+0.3% +$8.93K 1.71% 26
2016
Q1 		$2.82M Buy
146,215
+1,310
+0.9% +$23.6K 1.76% 24
2015
Q4 		$2.6M Buy
144,905
+400
+0.3% +$7.55K 1.61% 22
2015
Q3 		$2.65M Buy
144,505
+1,990
+1% +$37.9K 1.75% 22
2015
Q2 		$2.9M Sell
142,515
-3,890
-3% -$82.8K 1.83% 22
2015
Q1 		$3.05M Sell
146,405
-770
-0.5% -$14.3K 1.93% 18
2014
Q4 		$2.63M Buy
147,175
+1,700
+1% +$29.5K 1.65% 26
2014
Q3 		$2.33M Buy
145,475
+6,680
+5% +$115K 1.57% 27
2014
Q2 		$2.41M Buy
138,795
+1,670
+1% +$27K 1.66% 22
2014
Q1 		$2.24M Buy
137,125
+3,671
+3% +$59.8K 1.65% 24
2013
Q4 		$2.3M Buy
133,454
+6,130
+5% +$107K 1.77% 20
2013
Q3 		$2.38M Sell
127,324
-4,979
-4% -$89.5K 2.01% 9
2013
Q2 		$2.26M Buy
+132,303
New +$2.1M 2.01% 13

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Research & Management's WU Position: Q4 2022 in Review

Boston Research & Management sold out of Western Union (WU) in Q4 2022, closing a stake of 71,747 shares — an estimated $968K sold.

Boston Research & Management first reported a position in WU in Q2 2013 and held it in 38 quarters. The position peaked at $4.39M in Q4 2019. 505 funds tracked by Wall St. Rank hold WU as of Q4 2022.

  • Boston Research & Management reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
  • Boston Research & Management sold 71,747 Western Union shares in Q4 2022, an estimated $968K.
  • Boston Research & Management first reported a position in Western Union in Q2 2013 and held it in 38 quarters.
  • Boston Research & Management's Western Union position peaked at $4.39M in Q4 2019.
  • 505 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on Boston Research & Management's 13F filing for Q4 2022, filed 13 Feb 2023.