FMI
WU icon

Factory Mutual Insurance’s Western Union WU Stock Holding History

Factory Mutual Insurance’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
2013
Q4 		– Sell
-275,000
Closed -$5.13M – 168
2013
Q3 		$5.13M Sell
275,000
-124,600
-31% -$2.24M 0.08% 148
2013
Q2 		$6.84M Buy
+399,600
New +$6.33M 0.11% 138

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Factory Mutual Insurance's WU Position: Q4 2013 in Review

Factory Mutual Insurance sold out of Western Union (WU) in Q4 2013, closing a stake of 275,000 shares — an estimated $5.13M sold.

Factory Mutual Insurance first reported a position in WU in Q2 2013 and held it in 2 quarters. The position peaked at $6.84M in Q2 2013. 598 funds tracked by Wall St. Rank hold WU as of Q4 2013.

  • Factory Mutual Insurance reported no remaining Western Union position as of Q4 2013 after selling out during the quarter.
  • Factory Mutual Insurance sold 275,000 Western Union shares in Q4 2013, an estimated $5.13M.
  • Factory Mutual Insurance first reported a position in Western Union in Q2 2013 and held it in 2 quarters.
  • Factory Mutual Insurance's Western Union position peaked at $6.84M in Q2 2013.
  • 598 funds tracked by Wall St. Rank held Western Union as of Q4 2013.

Based on Factory Mutual Insurance's 13F filing for Q4 2013, filed 4 Feb 2014.