CI Investments Inc
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CI Investments Inc’s Western Union WU Stock Holding History

CI Investments Inc’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
2024
Q4 		– Sell
-9,725
Closed -$116K – 1345
2024
Q3 		$116K Buy
9,725
+1,155
+13% +$13.9K ﹤0.01% 815
2024
Q2 		$105K Buy
8,570
+48
+0.6% +$624 ﹤0.01% 803
2024
Q1 		$119K Buy
8,522
+1,568
+23% +$20.2K ﹤0.01% 843
2023
Q4 		$83K Buy
6,954
+6,382
+1,116% +$77.9K ﹤0.01% 877
2023
Q3 		$8K Buy
572
+46
+9% +$564 ﹤0.01% 1208
2023
Q2 		$6K Buy
526
+504
+2,291% +$5.81K ﹤0.01% 1244
2023
Q1 		$0 Hold
22
– – ﹤0.01% 1324
2022
Q4 		$0 Buy
22
+1
+5% +$14 ﹤0.01% 1392
2022
Q3 		$0 Hold
21
– – ﹤0.01% 1380
2022
Q2 		$0 Sell
21
-2
-9% -$35 ﹤0.01% 1427
2022
Q1 		$0 Hold
23
– – ﹤0.01% 1455
2021
Q4 		$0 Sell
23
-15,506
-100% -$286K ﹤0.01% 1459
2021
Q3 		$314K Buy
15,529
+689
+5% +$15.2K ﹤0.01% 669
2021
Q2 		$341K Buy
14,840
+3,979
+37% +$99.1K ﹤0.01% 667
2021
Q1 		$268K Sell
10,861
-582
-5% -$13.7K ﹤0.01% 628
2020
Q4 		$251K Buy
11,443
+1,691
+17% +$36.7K ﹤0.01% 632
2020
Q3 		$209K Buy
9,752
+3,542
+57% +$80.4K ﹤0.01% 571
2020
Q2 		$134K Buy
6,210
+2,058
+50% +$41.8K ﹤0.01% 551
2020
Q1 		$75K Sell
4,152
-17,032
-80% -$418K ﹤0.01% 546
2019
Q4 		$567K Buy
21,184
+12,224
+136% +$317K ﹤0.01% 416
2019
Q3 		$208K Buy
+8,960
New +$193K ﹤0.01% 530

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CI Investments Inc's WU Position: Q4 2024 in Review

CI Investments Inc sold out of Western Union (WU) in Q4 2024, closing a stake of 9,725 shares — an estimated $116K sold.

CI Investments Inc first reported a position in WU in Q3 2019 and held it in 21 quarters. The position peaked at $567K in Q4 2019. 468 funds tracked by Wall St. Rank hold WU as of Q4 2024.

  • CI Investments Inc reported no remaining Western Union position as of Q4 2024 after selling out during the quarter.
  • CI Investments Inc sold 9,725 Western Union shares in Q4 2024, an estimated $116K.
  • CI Investments Inc first reported a position in Western Union in Q3 2019 and held it in 21 quarters.
  • CI Investments Inc's Western Union position peaked at $567K in Q4 2019.
  • 468 funds tracked by Wall St. Rank held Western Union as of Q4 2024.

Based on CI Investments Inc's 13F filing for Q4 2024, filed 12 Feb 2025.