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Jensen Investment Management’s Western Union WU Stock Holding History

Jensen 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
2020
Q2 		– Sell
-13,480
Closed -$244K – 77
2020
Q1 		$244K Sell
13,480
-13,500
-50% -$331K ﹤0.01% 75
2019
Q4 		$723K Sell
26,980
-4,280
-14% -$111K 0.01% 66
2019
Q3 		$724K Sell
31,260
-4,430
-12% -$95.6K 0.01% 69
2019
Q2 		$710K Sell
35,690
-4,860
-12% -$94.7K 0.01% 68
2019
Q1 		$749K Sell
40,550
-4,930
-11% -$88.6K 0.01% 62
2018
Q4 		$776K Hold
45,480
– – 0.01% 50
2018
Q3 		$867K Buy
45,480
+1,770
+4% +$34.4K 0.01% 51
2018
Q2 		$889K Hold
43,710
– – 0.01% 41
2018
Q1 		$841K Buy
43,710
+1,940
+5% +$38.9K 0.01% 41
2017
Q4 		$794K Hold
41,770
– – 0.01% 41
2017
Q3 		$802K Buy
41,770
+13,110
+46% +$250K 0.01% 40
2017
Q2 		$546K Buy
28,660
+5,580
+24% +$108K 0.01% 74
2017
Q1 		$470K Buy
23,080
+2,990
+15% +$61K 0.01% 76
2016
Q4 		$436K Sell
20,090
-2,060
-9% -$42.8K 0.01% 60
2016
Q3 		$461K Buy
22,150
+750
+4% +$15.4K 0.01% 67
2016
Q2 		$410K Sell
21,400
-140
-0.6% -$2.72K 0.01% 79
2016
Q1 		$416K Buy
21,540
+750
+4% +$13.5K 0.01% 81
2015
Q4 		$372K Sell
20,790
-3,220
-13% -$60.8K 0.01% 90
2015
Q3 		$441K Buy
24,010
+1,550
+7% +$29.5K 0.01% 58
2015
Q2 		$457K Buy
+22,460
New +$478K 0.01% 96

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Jensen Investment Management's WU Position: Q2 2020 in Review

Jensen Investment Management sold out of Western Union (WU) in Q2 2020, closing a stake of 13,480 shares — an estimated $244K sold.

Jensen Investment Management first reported a position in WU in Q2 2015 and held it in 20 quarters. The position peaked at $889K in Q2 2018. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

  • Jensen Investment Management reported no remaining Western Union position as of Q2 2020 after selling out during the quarter.
  • Jensen Investment Management sold 13,480 Western Union shares in Q2 2020, an estimated $244K.
  • Jensen Investment Management first reported a position in Western Union in Q2 2015 and held it in 20 quarters.
  • Jensen Investment Management's Western Union position peaked at $889K in Q2 2018.
  • 575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on Jensen Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.