Jefferies Group’s Western Union WU Stock Holding History

Jefferies Group’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 Q1	–	Sell	-50,000	Closed	-$892K	–	1987
2021 Q4	$892K	Sell	50,000 -5,000	-9%	-$92.2K	0.01%	1030
2021 Q3	$1.11M	Sell	55,000 -22,600	-29%	-$499K	0.01%	952
2021 Q2	$1.78M	Buy	+77,600	New	+$1.93M	0.01%	785
2016 Q1	–	Sell	-3,900	Closed	-$70K	–	2613
2015 Q4	$70K	Hold	3,900	–	–	﹤0.01%	2096
2015 Q3	$72K	Hold	3,900	–	–	﹤0.01%	2077
2015 Q2	$79K	Buy	+3,900	New	+$83K	﹤0.01%	2282
2014 Q4	–	Sell	-3,900	Closed	-$63K	–	2379
2014 Q3	$63K	Buy	+3,900	New	+$67.1K	﹤0.01%	1967

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jefferies Group's WU Position: Q2 2022 in Review

Jefferies Group sold out of Western Union (WU) in Q2 2022, closing a stake of 10,687 shares — an estimated $200K sold.

Jefferies Group first reported a position in WU in Q2 2013 and held it in 25 quarters. The position peaked at $10.7M in Q1 2021. 505 funds tracked by Wall St. Rank hold WU as of Q2 2022.

Jefferies Group reported no remaining Western Union position as of Q2 2022 after selling out during the quarter.
Jefferies Group sold 10,687 Western Union shares in Q2 2022, an estimated $200K.
Jefferies Group first reported a position in Western Union in Q2 2013 and held it in 25 quarters.
Jefferies Group's Western Union position peaked at $10.7M in Q1 2021.
505 funds tracked by Wall St. Rank held Western Union as of Q2 2022.

Based on Jefferies Group's 13F filing for Q2 2022, filed 15 Aug 2022.