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WU icon

IFM Investors’s Western Union WU Stock Holding History

IFM Investors’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
Q1 		– Sell
-78,188
Closed -$1.08M – 630
2022
Q4 		$1.08M Hold
78,188
– – 0.02% 571
2022
Q3 		$1.06M Hold
78,188
– – 0.02% 562
2022
Q2 		$1.29M Hold
78,188
– – 0.02% 540
2022
Q1 		$1.47M Buy
78,188
+13,797
+21% +$255K 0.02% 537
2021
Q4 		$1.15M Hold
64,391
– – 0.02% 565
2021
Q3 		$1.3M Hold
64,391
– – 0.03% 536
2021
Q2 		$1.48M Buy
64,391
+14,349
+29% +$357K 0.03% 532
2021
Q1 		$1.23M Buy
50,042
+8,907
+22% +$210K 0.03% 496
2020
Q4 		$903K Buy
41,135
+6,653
+19% +$144K 0.03% 521
2020
Q3 		$739K Buy
34,482
+2,584
+8% +$58.7K 0.03% 477
2020
Q2 		$690K Sell
31,898
-14,776
-32% -$300K 0.04% 452
2020
Q1 		$883K Sell
46,674
-1,357
-3% -$33.3K 0.04% 414
2019
Q4 		$1.29M Sell
48,031
-4,259
-8% -$110K 0.05% 411
2019
Q3 		$1.21M Buy
52,290
+21,049
+67% +$454K 0.04% 406
2019
Q2 		$621K Sell
31,241
-783
-2% -$15.3K 0.04% 485
2019
Q1 		$591K Buy
32,024
+1,883
+6% +$33.9K 0.04% 455
2018
Q4 		$514K Sell
30,141
-953
-3% -$17.3K 0.04% 447
2018
Q3 		$593K Buy
31,094
+3,120
+11% +$60.6K 0.05% 437
2018
Q2 		$569K Buy
27,974
+6,525
+30% +$130K 0.05% 393
2018
Q1 		$412K Sell
21,449
-2,924
-12% -$58.7K 0.06% 365
2017
Q4 		$463K Hold
24,373
– – 0.07% 306
2017
Q3 		$468K Buy
24,373
+3,784
+18% +$72.1K 0.08% 295
2017
Q2 		$392K Buy
20,589
+4,190
+26% +$81.1K 0.07% 330
2017
Q1 		$334K Buy
16,399
+4,378
+36% +$89.4K 0.08% 288
2016
Q4 		$261K Buy
+12,021
New +$249K 0.12% 220

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFM Investors's WU Position: Q1 2023 in Review

IFM Investors sold out of Western Union (WU) in Q1 2023, closing a stake of 78,188 shares — an estimated $1.08M sold.

IFM Investors first reported a position in WU in Q4 2016 and held it in 25 quarters. The position peaked at $1.48M in Q2 2021. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.

  • IFM Investors reported no remaining Western Union position as of Q1 2023 after selling out during the quarter.
  • IFM Investors sold 78,188 Western Union shares in Q1 2023, an estimated $1.08M.
  • IFM Investors first reported a position in Western Union in Q4 2016 and held it in 25 quarters.
  • IFM Investors's Western Union position peaked at $1.48M in Q2 2021.
  • 475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.

Based on IFM Investors's 13F filing for Q1 2023, filed 11 May 2023.