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Disciplined Investments’s Western Union WU Stock Holding History

Disciplined Investments’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
-51
Closed -$598 – 1574
2023
Q2 		$598 Sell
51
-2
-4% -$23 ﹤0.01% 1167
2023
Q1 		$591 Buy
53
+29
+121% +$378 ﹤0.01% 1176
2022
Q4 		$330 Sell
24
-14
-37% -$193 ﹤0.01% 1308
2022
Q3 		$1K Sell
38
-22
-37% -$345 ﹤0.01% 1144
2022
Q2 		$1K Buy
60
+15
+33% +$264 ﹤0.01% 1175
2022
Q1 		$1K Buy
+45
New +$832 ﹤0.01% 1246
2020
Q1 		– Sell
-127
Closed -$3K – 477
2019
Q4 		$3K Buy
+127
New +$3.29K ﹤0.01% 370

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
Capital Research Global Investors
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Disciplined Investments's WU Position: Q3 2023 in Review

Disciplined Investments sold out of Western Union (WU) in Q3 2023, closing a stake of 51 shares — an estimated $598 sold.

Disciplined Investments first reported a position in WU in Q4 2019 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 435 funds tracked by Wall St. Rank hold WU as of Q3 2023.

  • Disciplined Investments reported no remaining Western Union position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 51 Western Union shares in Q3 2023, an estimated $598.
  • Disciplined Investments first reported a position in Western Union in Q4 2019 and held it in 7 quarters.
  • Disciplined Investments's Western Union position peaked at $3K in Q4 2019.
  • 435 funds tracked by Wall St. Rank held Western Union as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.