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HM Payson & Co’s Western Union WU Stock Holding History

HM Payson & Co’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
2022
Q4 		– Sell
-433
Closed -$6K – 1007
2022
Q3 		$6K Hold
433
– – ﹤0.01% 846
2022
Q2 		$7K Hold
433
– – ﹤0.01% 863
2022
Q1 		$8K Hold
433
– – ﹤0.01% 868
2021
Q4 		$8K Sell
433
-130,327
-100% -$2.4M ﹤0.01% 899
2021
Q3 		$2.64M Sell
130,760
-979,712
-88% -$21.6M 0.06% 145
2021
Q2 		$25.5M Buy
1,110,472
+543,227
+96% +$13.5M 0.62% 51
2021
Q1 		$14M Buy
+567,245
New +$13.4M 0.37% 64
2020
Q1 		– Sell
-3,040
Closed -$81K – 984
2019
Q4 		$81K Hold
3,040
– – ﹤0.01% 502
2019
Q3 		$70K Hold
3,040
– – ﹤0.01% 540
2019
Q2 		$60K Buy
+3,040
New +$59.3K ﹤0.01% 571
2015
Q1 		– Sell
-10,410
Closed -$186K – 306
2014
Q4 		$186K Sell
10,410
-2,617
-20% -$45.4K 0.01% 296
2014
Q3 		$209K Sell
13,027
-800
-6% -$13.8K 0.01% 284
2014
Q2 		$240K Sell
13,827
-2,073
-13% -$33.5K 0.01% 264
2014
Q1 		$260K Sell
15,900
-450
-3% -$7.33K 0.01% 253
2013
Q4 		$282K Sell
16,350
-2,982
-15% -$52.3K 0.02% 246
2013
Q3 		$361K Sell
19,332
-8,655
-31% -$156K 0.02% 231
2013
Q2 		$479K Buy
+27,987
New +$443K 0.03% 211

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HM Payson & Co's WU Position: Q4 2022 in Review

HM Payson & Co sold out of Western Union (WU) in Q4 2022, closing a stake of 433 shares — an estimated $6K sold.

HM Payson & Co first reported a position in WU in Q2 2013 and held it in 17 quarters. The position peaked at $25.5M in Q2 2021. 505 funds tracked by Wall St. Rank hold WU as of Q4 2022.

  • HM Payson & Co reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
  • HM Payson & Co sold 433 Western Union shares in Q4 2022, an estimated $6K.
  • HM Payson & Co first reported a position in Western Union in Q2 2013 and held it in 17 quarters.
  • HM Payson & Co's Western Union position peaked at $25.5M in Q2 2021.
  • 505 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on HM Payson & Co's 13F filing for Q4 2022, filed 6 Feb 2023.