Echo Street Capital Management’s Western Union WU Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-21,855	Closed	-$288K	–	430
2023 Q3	$288K	Sell	21,855 -147,649	-87%	-$1.81M	﹤0.01%	379
2023 Q2	$1.99M	Buy	169,504 +107,809	+175%	+$1.24M	0.02%	93
2023 Q1	$688K	Buy	+61,695	New	+$803K	0.01%	188
2021 Q4	–	Sell	-10,581	Closed	-$214K	–	763
2021 Q3	$214K	Sell	10,581 -15,679	-60%	-$346K	﹤0.01%	567
2021 Q2	$603K	Buy	+26,260	New	+$654K	﹤0.01%	308
2020 Q3	–	Sell	-86,912	Closed	-$1.88M	–	374
2020 Q2	$1.88M	Buy	+86,912	New	+$1.76M	0.02%	189

Other funds holding WU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Echo Street Capital Management's WU Position: Q4 2023 in Review

Echo Street Capital Management sold out of Western Union (WU) in Q4 2023, closing a stake of 21,855 shares — an estimated $288K sold.

Echo Street Capital Management first reported a position in WU in Q2 2020 and held it in 6 quarters. The position peaked at $1.99M in Q2 2023. 463 funds tracked by Wall St. Rank hold WU as of Q4 2023.

Echo Street Capital Management reported no remaining Western Union position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 21,855 Western Union shares in Q4 2023, an estimated $288K.
Echo Street Capital Management first reported a position in Western Union in Q2 2020 and held it in 6 quarters.
Echo Street Capital Management's Western Union position peaked at $1.99M in Q2 2023.
463 funds tracked by Wall St. Rank held Western Union as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.