Denali Advisors’s Western Union WU Stock Holding History

Denali Advisors’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 Q3	–	Sell	-1,100	Closed	-$12.9K	–	550
2023 Q2	$12.9K	Hold	1,100	–	–	﹤0.01%	356
2023 Q1	$12.3K	Hold	1,100	–	–	0.01%	316
2022 Q4	$15.1K	Hold	1,100	–	–	0.01%	315
2022 Q3	$15K	Sell	1,100 -664	-38%	-$10.4K	0.01%	296
2022 Q2	$29K	Sell	1,764 -37	-2%	-$652	0.01%	267
2022 Q1	$34K	Buy	1,801 +400	+29%	+$7.4K	0.01%	285
2021 Q4	$25K	Buy	+1,401	New	+$25.8K	0.01%	310
2015 Q2	–	Sell	-124,000	Closed	-$2.58M	–	307
2015 Q1	$2.58M	Sell	124,000 -3,500	-3%	-$65.2K	0.59%	63
2014 Q4	$2.28M	Sell	127,500 -6,700	-5%	-$116K	0.65%	60
2014 Q3	$2.15M	Hold	134,200	–	–	0.62%	63
2014 Q2	$2.33M	Sell	134,200 -19,700	-13%	-$318K	0.64%	60
2014 Q1	$2.52M	Buy	153,900 +66,600	+76%	+$1.08M	0.73%	58
2013 Q4	$1.51M	Hold	87,300	–	–	0.47%	68
2013 Q3	$1.63M	Buy	+87,300	New	+$1.57M	0.56%	59

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Denali Advisors's WU Position: Q3 2023 in Review

Denali Advisors sold out of Western Union (WU) in Q3 2023, closing a stake of 1,100 shares — an estimated $12.9K sold.

Denali Advisors first reported a position in WU in Q3 2013 and held it in 14 quarters. The position peaked at $2.58M in Q1 2015. 435 funds tracked by Wall St. Rank hold WU as of Q3 2023.

Denali Advisors reported no remaining Western Union position as of Q3 2023 after selling out during the quarter.
Denali Advisors sold 1,100 Western Union shares in Q3 2023, an estimated $12.9K.
Denali Advisors first reported a position in Western Union in Q3 2013 and held it in 14 quarters.
Denali Advisors's Western Union position peaked at $2.58M in Q1 2015.
435 funds tracked by Wall St. Rank held Western Union as of Q3 2023.

Based on Denali Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.