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Independent Franchise Partners’s Western Union WU Stock Holding History

Independent Franchise Partners’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
-8,190,782
Closed -$113M – 24
2022
Q4 		$113M Sell
8,190,782
-8,434,556
-51% -$116M 1.11% 23
2022
Q3 		$224M Sell
16,625,338
-518,709
-3% -$8.13M 2.36% 19
2022
Q2 		$282M Sell
17,144,047
-518,366
-3% -$9.14M 2.65% 19
2022
Q1 		$331M Sell
17,662,413
-851,740
-5% -$15.8M 2.61% 19
2021
Q4 		$330M Sell
18,514,153
-253,398
-1% -$4.67M 2.6% 18
2021
Q3 		$379M Sell
18,767,551
-1,435,143
-7% -$31.7M 2.98% 17
2021
Q2 		$464M Buy
20,202,694
+51,729
+0.3% +$1.29M 3.46% 17
2021
Q1 		$497M Buy
20,150,965
+299,489
+2% +$7.05M 3.96% 14
2020
Q4 		$436M Buy
19,851,476
+329,725
+2% +$7.15M 3.74% 14
2020
Q3 		$418M Sell
19,521,751
-402,415
-2% -$9.14M 4.15% 15
2020
Q2 		$431M Buy
19,924,166
+191,328
+1% +$3.88M 4.37% 11
2020
Q1 		$358M Sell
19,732,838
-3,335,054
-14% -$81.8M 4.41% 11
2019
Q4 		$618M Sell
23,067,892
-987,542
-4% -$25.6M 6.19% 6
2019
Q3 		$557M Sell
24,055,434
-532,601
-2% -$11.5M 5.68% 7
2019
Q2 		$489M Buy
24,588,035
+15,599,240
+174% +$304M 5.03% 10
2019
Q1 		$166M Buy
+8,988,795
New +$162M 1.87% 17

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

Independent Franchise Partners's WU Position: Q1 2023 in Review

Independent Franchise Partners sold out of Western Union (WU) in Q1 2023, closing a stake of 8,190,782 shares — an estimated $113M sold.

Independent Franchise Partners first reported a position in WU in Q1 2019 and held it in 16 quarters. The position peaked at $618M in Q4 2019. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.

  • Independent Franchise Partners reported no remaining Western Union position as of Q1 2023 after selling out during the quarter.
  • Independent Franchise Partners sold 8,190,782 Western Union shares in Q1 2023, an estimated $113M.
  • Independent Franchise Partners first reported a position in Western Union in Q1 2019 and held it in 16 quarters.
  • Independent Franchise Partners's Western Union position peaked at $618M in Q4 2019.
  • 475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.

Based on Independent Franchise Partners's 13F filing for Q1 2023, filed 12 May 2023.