Donoghue Forlines’s Western Union WU Stock Holding History

Donoghue Forlines’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 Q1	–	Sell	-52,802	Closed	-$629K	–	265
2023 Q4	$629K	Sell	52,802 -8,333	-14%	-$102K	0.2%	132
2023 Q3	$806K	Buy	+61,135	New	+$749K	0.29%	96
2020 Q4	–	Sell	-53,457	Closed	-$1.15M	–	304
2020 Q3	$1.15M	Buy	+53,457	New	+$1.21M	0.31%	97
2020 Q2	–	Sell	-34,328	Closed	-$622K	–	108
2020 Q1	$622K	Sell	34,328 -86,425	-72%	-$2.12M	0.14%	55
2019 Q4	$3.23M	Buy	+120,753	New	+$3.13M	0.5%	60
2018 Q4	–	Sell	-722,842	Closed	-$13.8M	–	159
2018 Q3	$13.8M	Sell	722,842 -64,101	-8%	-$1.24M	1.07%	32
2018 Q2	$16M	Sell	786,943 -100,265	-11%	-$2M	1.32%	34
2018 Q1	$17.1M	Sell	887,208 -15,855	-2%	-$318K	1.48%	31
2017 Q4	$17.2M	Buy	+903,063	New	+$17.7M	1.3%	50

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Donoghue Forlines's WU Position: Q1 2024 in Review

Donoghue Forlines sold out of Western Union (WU) in Q1 2024, closing a stake of 52,802 shares — an estimated $629K sold.

Donoghue Forlines first reported a position in WU in Q4 2017 and held it in 9 quarters. The position peaked at $17.2M in Q4 2017. 456 funds tracked by Wall St. Rank hold WU as of Q1 2024.

Donoghue Forlines reported no remaining Western Union position as of Q1 2024 after selling out during the quarter.
Donoghue Forlines sold 52,802 Western Union shares in Q1 2024, an estimated $629K.
Donoghue Forlines first reported a position in Western Union in Q4 2017 and held it in 9 quarters.
Donoghue Forlines's Western Union position peaked at $17.2M in Q4 2017.
456 funds tracked by Wall St. Rank held Western Union as of Q1 2024.

Based on Donoghue Forlines's 13F filing for Q1 2024, filed 7 May 2024.