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Grimes & Company’s Western Union WU Stock Holding History

Grimes & Company’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
2020
Q3 		– Sell
-11,411
Closed -$247K – 265
2020
Q2 		$247K Sell
11,411
-2,000
-15% -$40.6K 0.02% 220
2020
Q1 		$243K Sell
13,411
-810
-6% -$19.9K 0.02% 201
2019
Q4 		$381K Sell
14,221
-140
-1% -$3.63K 0.03% 199
2019
Q3 		$333K Sell
14,361
-69,295
-83% -$1.5M 0.02% 198
2019
Q2 		$1.66M Buy
83,656
+570
+0.7% +$11.1K 0.13% 99
2019
Q1 		$1.53M Buy
83,086
+1,640
+2% +$29.5K 0.12% 102
2018
Q4 		$1.39M Buy
81,446
+827
+1% +$15K 0.14% 96
2018
Q3 		$1.54M Sell
80,619
-10,092
-11% -$196K 0.12% 100
2018
Q2 		$1.84M Sell
90,711
-3,177
-3% -$63.3K 0.16% 96
2018
Q1 		$1.8M Sell
93,888
-899
-0.9% -$18K 0.17% 96
2017
Q4 		$1.8M Sell
94,787
-5,604
-6% -$110K 0.17% 94
2017
Q3 		$1.93M Sell
100,391
-456
-0.5% -$8.69K 0.21% 87
2017
Q2 		$1.92M Sell
100,847
-4,198
-4% -$81.3K 0.21% 86
2017
Q1 		$2.14M Sell
105,045
-2,486
-2% -$50.7K 0.23% 78
2016
Q4 		$2.34M Sell
107,531
-4,890
-4% -$101K 0.27% 80
2016
Q3 		$2.34M Sell
112,421
-20,000
-15% -$411K 0.31% 76
2016
Q2 		$2.54M Sell
132,421
-11,092
-8% -$215K 0.34% 76
2016
Q1 		$2.77M Sell
143,513
-5,016
-3% -$90.2K 0.36% 72
2015
Q4 		$2.66M Sell
148,529
-3,394
-2% -$64.1K 0.36% 71
2015
Q3 		$2.79M Sell
151,923
-7,577
-5% -$144K 0.36% 73
2015
Q2 		$3.24M Sell
159,500
-209,877
-57% -$4.47M 0.46% 68
2015
Q1 		$7.69M Buy
369,377
+10,774
+3% +$201K 1.85% 14
2014
Q4 		$6.42M Buy
358,603
+5,739
+2% +$99.5K 1.66% 17
2014
Q3 		$5.66M Buy
352,864
+3,751
+1% +$64.6K 1.48% 23
2014
Q2 		$6.05M Buy
349,113
+19,734
+6% +$319K 1.59% 21
2014
Q1 		$5.39M Buy
329,379
+15,209
+5% +$248K 1.51% 25
2013
Q4 		$5.42M Buy
314,170
+4,966
+2% +$87K 1.62% 26
2013
Q3 		$5.77M Sell
309,204
-18,076
-6% -$325K 1.95% 12
2013
Q2 		$5.6M Buy
+327,280
New +$5.19M 2.04% 6

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Grimes & Company's WU Position: Q3 2020 in Review

Grimes & Company sold out of Western Union (WU) in Q3 2020, closing a stake of 11,411 shares — an estimated $247K sold.

Grimes & Company first reported a position in WU in Q2 2013 and held it in 29 quarters. The position peaked at $7.69M in Q1 2015. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

  • Grimes & Company reported no remaining Western Union position as of Q3 2020 after selling out during the quarter.
  • Grimes & Company sold 11,411 Western Union shares in Q3 2020, an estimated $247K.
  • Grimes & Company first reported a position in Western Union in Q2 2013 and held it in 29 quarters.
  • Grimes & Company's Western Union position peaked at $7.69M in Q1 2015.
  • 558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on Grimes & Company's 13F filing for Q3 2020, filed 12 Nov 2020.