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Lloyds Banking Group’s Western Union WU Stock Holding History

Lloyds Banking 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
2014
Q4 		– Sell
-2,642
Closed -$42K – 410
2014
Q3 		$42K Sell
2,642
-40
-1% -$688 0.01% 433
2014
Q2 		$46K Sell
2,682
-140,235
-98% -$2.27M 0.01% 435
2014
Q1 		$2.34M Sell
142,917
-4,428
-3% -$72.1K 0.02% 419
2013
Q4 		$2.54M Buy
147,345
+25,665
+21% +$450K 0.02% 417
2013
Q3 		$2.27M Buy
121,680
+19,141
+19% +$344K 0.02% 405
2013
Q2 		$1.75M Buy
+102,539
New +$1.62M 0.02% 431

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lloyds Banking Group's WU Position: Q4 2014 in Review

Lloyds Banking Group sold out of Western Union (WU) in Q4 2014, closing a stake of 2,642 shares — an estimated $42K sold.

Lloyds Banking Group first reported a position in WU in Q2 2013 and held it in 6 quarters. The position peaked at $2.54M in Q4 2013. 586 funds tracked by Wall St. Rank hold WU as of Q4 2014.

  • Lloyds Banking Group reported no remaining Western Union position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 2,642 Western Union shares in Q4 2014, an estimated $42K.
  • Lloyds Banking Group first reported a position in Western Union in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Western Union position peaked at $2.54M in Q4 2013.
  • 586 funds tracked by Wall St. Rank held Western Union as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.