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IBM Retirement Fund’s Western Union WU Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-11,480
Closed -$232K – 710
2021
Q3 		$232K Hold
11,480
– – 0.02% 668
2021
Q2 		$264K Sell
11,480
-2,388
-17% -$59.5K 0.02% 635
2021
Q1 		$342K Sell
13,868
-1,229
-8% -$28.9K 0.02% 569
2020
Q4 		$331K Buy
15,097
+1,782
+13% +$38.7K 0.02% 570
2020
Q3 		$285K Buy
13,315
+3,735
+39% +$84.8K 0.02% 536
2020
Q2 		$207K Sell
9,580
-489
-5% -$9.93K 0.03% 514
2020
Q1 		$183K Buy
+10,069
New +$247K 0.03% 452
2018
Q2 		– Sell
-10,159
Closed -$195K – 524
2018
Q1 		$195K Buy
+10,159
New +$204K 0.04% 513
2017
Q1 		– Sell
-46,136
Closed -$1.05M – 751
2016
Q4 		$1.05M Sell
46,136
-106
-0.2% -$2.2K 0.04% 382
2016
Q3 		$963K Sell
46,242
-12,088
-21% -$248K 0.05% 403
2016
Q2 		$1.17M Sell
58,330
-2,377
-4% -$46.2K 0.04% 423
2016
Q1 		$1.22M Sell
60,707
-64,955
-52% -$1.17M 0.05% 405
2015
Q4 		$2.25M Buy
125,662
+6,419
+5% +$121K 0.04% 448
2015
Q3 		$2.25M Sell
119,243
-7,157
-6% -$136K 0.05% 408
2015
Q2 		$2.57M Sell
126,400
-8,066
-6% -$172K 0.05% 397
2015
Q1 		$2.8M Sell
134,466
-240
-0.2% -$4.47K 0.05% 377
2014
Q4 		$2.41M Buy
134,706
+5,937
+5% +$103K 0.05% 417
2014
Q3 		$2.09M Sell
128,769
-10,451
-8% -$180K 0.04% 445
2014
Q2 		$2.4M Sell
139,220
-4,775
-3% -$77.1K 0.05% 418
2014
Q1 		$2.35M Sell
143,995
-78,916
-35% -$1.29M 0.05% 417
2013
Q4 		$3.84M Sell
222,911
-9,761
-4% -$171K 0.05% 388
2013
Q3 		$4.34M Sell
232,672
-32,003
-12% -$575K 0.06% 351
2013
Q2 		$4.53M Buy
+264,675
New +$4.19M 0.06% 355

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IBM Retirement Fund's WU Position: Q4 2021 in Review

IBM Retirement Fund sold out of Western Union (WU) in Q4 2021, closing a stake of 11,480 shares — an estimated $232K sold.

IBM Retirement Fund first reported a position in WU in Q2 2013 and held it in 23 quarters. The position peaked at $4.53M in Q2 2013. 543 funds tracked by Wall St. Rank hold WU as of Q4 2021.

  • IBM Retirement Fund reported no remaining Western Union position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 11,480 Western Union shares in Q4 2021, an estimated $232K.
  • IBM Retirement Fund first reported a position in Western Union in Q2 2013 and held it in 23 quarters.
  • IBM Retirement Fund's Western Union position peaked at $4.53M in Q2 2013.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.