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Empirical Finance’s Western Union WU Stock Holding History

Empirical Finance’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
-32,570
Closed -$382K – 521
2023
Q2 		$382K Sell
32,570
-43
-0.1% -$495 0.03% 430
2023
Q1 		$364K Sell
32,613
-567
-2% -$7.38K 0.03% 422
2022
Q4 		$457K Sell
33,180
-59
-0.2% -$815 0.05% 352
2022
Q3 		$449K Buy
+33,239
New +$521K 0.05% 313
2021
Q3 		– Sell
-30,276
Closed -$695K – 437
2021
Q2 		$695K Sell
30,276
-19,507
-39% -$486K 0.11% 207
2021
Q1 		$1.09M Hold
49,783
– – 0.19% 127
2020
Q4 		$1.09M Buy
49,783
+712
+1% +$15.4K 0.19% 127
2020
Q3 		$1.05M Buy
+49,071
New +$1.11M 0.23% 116
2020
Q1 		– Sell
-55,875
Closed -$1.5M – 243
2019
Q4 		$1.5M Buy
55,875
+1,232
+2% +$31.9K 0.36% 52
2019
Q3 		$1.27M Sell
54,643
-82,407
-60% -$1.78M 0.35% 66
2019
Q2 		$2.73M Buy
137,050
+1,179
+0.9% +$23K 0.75% 19
2019
Q1 		$2.51M Buy
135,871
+53,518
+65% +$962K 0.64% 21
2018
Q4 		$1.41M Sell
82,353
-94
-0.1% -$1.71K 0.42% 47
2018
Q3 		$1.57M Buy
+82,447
New +$1.6M 0.39% 45
2018
Q2 		– Sell
-135,871
Closed -$2.51M – 204
2018
Q1 		$2.51M Buy
+135,871
New +$2.73M 0.64% 21
2017
Q1 		– Sell
-237
Closed -$6K – 582
2016
Q4 		$6K Buy
+237
New +$4.92K ﹤0.01% 510

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

Empirical Finance's WU Position: Q3 2023 in Review

Empirical Finance sold out of Western Union (WU) in Q3 2023, closing a stake of 32,570 shares — an estimated $382K sold.

Empirical Finance first reported a position in WU in Q4 2016 and held it in 16 quarters. The position peaked at $2.73M in Q2 2019. 435 funds tracked by Wall St. Rank hold WU as of Q3 2023.

  • Empirical Finance reported no remaining Western Union position as of Q3 2023 after selling out during the quarter.
  • Empirical Finance sold 32,570 Western Union shares in Q3 2023, an estimated $382K.
  • Empirical Finance first reported a position in Western Union in Q4 2016 and held it in 16 quarters.
  • Empirical Finance's Western Union position peaked at $2.73M in Q2 2019.
  • 435 funds tracked by Wall St. Rank held Western Union as of Q3 2023.

Based on Empirical Finance's 13F filing for Q3 2023, filed 2 Nov 2023.