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Lee Ainslie’s Western Union WU Stock Holding History

Lee Ainslie’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
2024
Q1 		– Sell
-24,799
Closed -$296K – 562
2023
Q4 		$296K Buy
24,799
+8,788
+55% +$107K 0.01% 281
2023
Q3 		$211K Sell
16,011
-57,757
-78% -$708K ﹤0.01% 274
2023
Q2 		$865K Buy
+73,768
New +$850K 0.02% 174
2023
Q1 		– Sell
-24,695
Closed -$340K – 552
2022
Q4 		$340K Buy
24,695
+5,763
+30% +$79.6K 0.01% 247
2022
Q3 		$256K Buy
+18,932
New +$297K 0.01% 264
2022
Q2 		– Sell
-22,378
Closed -$419K – 274
2022
Q1 		$419K Buy
+22,378
New +$414K 0.01% 178
2021
Q4 		– Sell
-7,468
Closed -$151K – 637
2021
Q3 		$151K Sell
7,468
-2,579
-26% -$57K ﹤0.01% 555
2021
Q2 		$231K Sell
10,047
-72,629
-88% -$1.81M ﹤0.01% 461
2021
Q1 		$2.04M Buy
82,676
+28,554
+53% +$672K 0.02% 147
2020
Q4 		$1.19M Sell
54,122
-10,526
-16% -$228K 0.02% 209
2020
Q3 		$1.39M Sell
64,648
-2,504
-4% -$56.9K 0.03% 198
2020
Q2 		$1.45M Sell
67,152
-12,955
-16% -$263K 0.03% 225
2020
Q1 		$1.45M Buy
+80,107
New +$1.96M 0.03% 232

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 $717B AUM 35.42% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Lee Ainslie's WU Position: Q1 2024 in Review

Lee Ainslie sold out of Western Union (WU) in Q1 2024, closing a stake of 24,799 shares — an estimated $296K sold.

Lee Ainslie first reported a position in WU in Q1 2020 and held it in 13 quarters. The position peaked at $2.04M in Q1 2021. 456 funds tracked by Wall St. Rank hold WU as of Q1 2024.

  • Lee Ainslie reported no remaining Western Union position as of Q1 2024 after selling out during the quarter.
  • Lee Ainslie sold 24,799 Western Union shares in Q1 2024, an estimated $296K.
  • Lee Ainslie first reported a position in Western Union in Q1 2020 and held it in 13 quarters.
  • Lee Ainslie's Western Union position peaked at $2.04M in Q1 2021.
  • 456 funds tracked by Wall St. Rank held Western Union as of Q1 2024.

Based on Maverick Capital's 13F filing for Q1 2024, filed 15 May 2024.