Jupiter Investment Management’s Western Union WU Stock Holding History

Jupiter 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	$18.6M	Sell	859,393 -1,324,260	-61%	-$26.9M	0.3%	96
2020 Q1	$39.6M	Buy	+2,183,653	New	+$53.5M	0.77%	36
2019 Q3	–	Sell	-89	Closed	-$1K	–	503
2019 Q2	$1K	Sell	89 -97,179	-100%	-$1.89M	﹤0.01%	339
2019 Q1	$1.8M	Buy	+97,268	New	+$1.75M	0.02%	224
2018 Q4	–	Sell	-54,125	Closed	-$1.03M	–	452
2018 Q3	$1.03M	Buy	+54,125	New	+$1.05M	0.01%	259
2017 Q4	–	Sell	-22,200	Closed	-$426K	–	442
2017 Q3	$426K	Buy	+22,200	New	+$423K	﹤0.01%	278
2016 Q3	–	Sell	-151,632	Closed	-$2.91M	–	465
2016 Q2	$2.91M	Buy	+151,632	New	+$2.94M	0.05%	223
2016 Q1	–	Sell	-11,790	Closed	-$211K	–	530
2015 Q4	$211K	Buy	11,790 +10,694	+976%	+$202K	0.01%	221
2015 Q3	$20K	Sell	1,096 -5,204	-83%	-$99K	﹤0.01%	329
2015 Q2	$128K	Buy	+6,300	New	+$134K	﹤0.01%	237
2015 Q1	–	Sell	-66,900	Closed	-$1.2M	–	432
2014 Q4	$1.2M	Sell	66,900 -21,200	-24%	-$368K	0.04%	248
2014 Q3	$1.41M	Buy	+88,100	New	+$1.52M	0.07%	206
2013 Q4	–	Sell	-54,600	Closed	-$1.02M	–	421
2013 Q3	$1.02M	Buy	+54,600	New	+$981K	0.1%	220

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

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

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

Jupiter Investment Management reduced its Western Union (WU) stake by 61% in Q2 2020, selling an estimated $26.9M and leaving 859,393 shares worth $18.6M. The position accounts for 0.3% of the portfolio, ranked #96.

Jupiter Investment Management first reported a position in WU in Q3 2013 and has held it in 13 quarters since. The position peaked at $39.6M in Q1 2020. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

Jupiter Investment Management held 859,393 shares of Western Union worth $18.6M as of Q2 2020.
Jupiter Investment Management sold 1,324,260 Western Union shares in Q2 2020, an estimated $26.9M.
Western Union made up 0.3% of Jupiter Investment Management's portfolio in Q2 2020, its #96 holding.
Jupiter Investment Management first reported a position in Western Union in Q3 2013 and has held it in 13 quarters since.
Jupiter Investment Management's Western Union position peaked at $39.6M in Q1 2020.
575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.