IAIM
WU icon

Industrial Alliance Investment Management’s Western Union WU Stock Holding History

Industrial Alliance Investment Management’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
Q2 		– Sell
-10,717
Closed -$119K – 502
2023
Q1 		$119K Buy
10,717
+3,162
+42% +$41.2K ﹤0.01% 472
2022
Q4 		$104K Buy
7,555
+6,295
+500% +$86.9K ﹤0.01% 369
2022
Q3 		$17K Buy
+1,260
New +$19.7K ﹤0.01% 390

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Industrial Alliance Investment Management's WU Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Western Union (WU) in Q2 2023, closing a stake of 10,717 shares — an estimated $119K sold.

Industrial Alliance Investment Management first reported a position in WU in Q3 2022 and held it in 3 quarters. The position peaked at $119K in Q1 2023. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 10,717 Western Union shares in Q2 2023, an estimated $119K.
  • Industrial Alliance Investment Management first reported a position in Western Union in Q3 2022 and held it in 3 quarters.
  • Industrial Alliance Investment Management's Western Union position peaked at $119K in Q1 2023.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.