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Liberty Mutual Group Asset Management’s Western Union WU Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-18,416
Closed -$351K – 802
2018
Q3 		$351K Hold
18,416
– – 0.01% 875
2018
Q2 		$374K Sell
18,416
-77
-0.4% -$1.53K 0.01% 875
2018
Q1 		$356K Hold
18,493
– – 0.01% 860
2017
Q4 		$352K Sell
18,493
-2,163
-10% -$42.4K 0.01% 888
2017
Q3 		$396K Sell
20,656
-8,446
-29% -$161K 0.02% 840
2017
Q2 		$555K Buy
29,102
+10,744
+59% +$208K 0.02% 856
2017
Q1 		$374K Sell
18,358
-12,705
-41% -$259K 0.01% 931
2016
Q4 		$675K Sell
31,063
-213
-0.7% -$4.42K 0.02% 848
2016
Q3 		$650K Sell
31,276
-1,553
-5% -$31.9K 0.02% 825
2016
Q2 		$630K Buy
32,829
+724
+2% +$14.1K 0.02% 845
2016
Q1 		$619K Buy
32,105
+2,077
+7% +$37.4K 0.03% 815
2015
Q4 		$538K Sell
30,028
-50,682
-63% -$957K 0.02% 836
2015
Q3 		$1.48M Buy
80,710
+1,027
+1% +$19.5K 0.06% 624
2015
Q2 		$1.62M Sell
79,683
-24,164
-23% -$514K 0.06% 613
2015
Q1 		$2.16M Sell
103,847
-8,820
-8% -$164K 0.07% 489
2014
Q4 		$2.02M Sell
112,667
-48,417
-30% -$840K 0.06% 533
2014
Q3 		$2.58M Sell
161,084
-28,080
-15% -$483K 0.08% 287
2014
Q2 		$3.28M Buy
189,164
+7,950
+4% +$128K 0.1% 191
2014
Q1 		$2.96M Buy
181,214
+16,868
+10% +$275K 0.1% 208
2013
Q4 		$2.83M Buy
164,346
+47,693
+41% +$836K 0.1% 202
2013
Q3 		$2.18M Buy
116,653
+89,991
+338% +$1.62M 0.08% 266
2013
Q2 		$456K Buy
+26,662
New +$422K 0.02% 854

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Liberty Mutual Group Asset Management's WU Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Western Union (WU) in Q4 2018, closing a stake of 18,416 shares — an estimated $351K sold.

Liberty Mutual Group Asset Management first reported a position in WU in Q2 2013 and held it in 22 quarters. The position peaked at $3.28M in Q2 2014. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 18,416 Western Union shares in Q4 2018, an estimated $351K.
  • Liberty Mutual Group Asset Management first reported a position in Western Union in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Western Union position peaked at $3.28M in Q2 2014.
  • 553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.