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Leuthold Group’s Western Union WU Stock Holding History

Leuthold 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
2020
Q1 		– Sell
-121,307
Closed -$3.25M – 181
2019
Q4 		$3.25M Sell
121,307
-4,732
-4% -$123K 0.42% 90
2019
Q3 		$2.92M Sell
126,039
-6,792
-5% -$147K 0.38% 97
2019
Q2 		$2.64M Sell
132,831
-8,716
-6% -$170K 0.34% 107
2019
Q1 		$2.61M Sell
141,547
-4,652
-3% -$83.6K 0.35% 104
2018
Q4 		$2.49M Sell
146,199
-17,777
-11% -$323K 0.36% 104
2018
Q3 		$3.13M Sell
163,976
-2,214
-1% -$43K 0.34% 113
2018
Q2 		$3.38M Buy
166,190
+76,061
+84% +$1.51M 0.37% 103
2018
Q1 		$1.73M Sell
90,129
-15,973
-15% -$321K 0.2% 139
2017
Q4 		$2.02M Sell
106,102
-2,263
-2% -$44.4K 0.2% 143
2017
Q3 		$2.08M Sell
108,365
-2,450
-2% -$46.7K 0.21% 147
2017
Q2 		$2.11M Sell
110,815
-3,887
-3% -$75.2K 0.23% 143
2017
Q1 		$2.33M Sell
114,702
-2,554
-2% -$52.1K 0.25% 139
2016
Q4 		$2.55M Sell
117,256
-10,843
-8% -$225K 0.28% 136
2016
Q3 		$2.67M Sell
128,099
-93,701
-42% -$1.93M 0.28% 131
2016
Q2 		$4.25M Buy
221,800
+11,433
+5% +$222K 0.45% 87
2016
Q1 		$4.06M Sell
210,367
-12,503
-6% -$225K 0.44% 89
2015
Q4 		$3.99M Buy
222,870
+111,477
+100% +$2.1M 0.42% 101
2015
Q3 		$2.04M Sell
111,393
-16,000
-13% -$304K 0.22% 124
2015
Q2 		$2.59M Buy
127,393
+5,845
+5% +$124K 0.24% 139
2015
Q1 		$2.53M Buy
121,548
+464
+0.4% +$8.64K 0.23% 130
2014
Q4 		$2.17M Sell
121,084
-25,447
-17% -$441K 0.21% 139
2014
Q3 		$2.35M Sell
146,531
-15,456
-10% -$266K 0.21% 138
2014
Q2 		$2.81M Sell
161,987
-132
-0.1% -$2.13K 0.24% 136
2014
Q1 		$2.65M Sell
162,119
-1,897
-1% -$30.9K 0.24% 125
2013
Q4 		$2.83M Buy
164,016
+28,448
+21% +$499K 0.25% 123
2013
Q3 		$2.53M Sell
135,568
-6,876
-5% -$124K 0.23% 123
2013
Q2 		$2.44M Buy
+142,444
New +$2.26M 0.23% 125

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Leuthold Group's WU Position: Q1 2020 in Review

Leuthold Group sold out of Western Union (WU) in Q1 2020, closing a stake of 121,307 shares — an estimated $3.25M sold.

Leuthold Group first reported a position in WU in Q2 2013 and held it in 27 quarters. The position peaked at $4.25M in Q2 2016. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

  • Leuthold Group reported no remaining Western Union position as of Q1 2020 after selling out during the quarter.
  • Leuthold Group sold 121,307 Western Union shares in Q1 2020, an estimated $3.25M.
  • Leuthold Group first reported a position in Western Union in Q2 2013 and held it in 27 quarters.
  • Leuthold Group's Western Union position peaked at $4.25M in Q2 2016.
  • 579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Leuthold Group's 13F filing for Q1 2020, filed 15 May 2020.