Lombard Odier Asset Management (Switzerland)’s Western Union WU Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2022 Q3	–	Sell	-12,204	Closed	-$201K	–	353
2022 Q2	$201K	Buy	+12,204	New	+$215K	0.02%	318
2022 Q1	–	Sell	-20,608	Closed	-$368K	–	399
2021 Q4	$368K	Buy	+20,608	New	+$380K	0.02%	280
2019 Q2	–	Sell	-10,136	Closed	-$187K	–	397
2019 Q1	$187K	Buy	+10,136	New	+$182K	0.02%	357
2016 Q4	–	Sell	-3,769	Closed	-$78K	–	109
2016 Q3	$78K	Buy	+3,769	New	+$77.4K	0.02%	95
2016 Q2	–	Sell	-48,191	Closed	-$930K	–	436
2016 Q1	$930K	Buy	48,191 +8,930	+23%	+$161K	0.11%	145
2015 Q4	$703K	Buy	39,261 +15,055	+62%	+$284K	0.08%	148
2015 Q3	$444K	Sell	24,206 -4,323	-15%	-$82.3K	0.04%	187
2015 Q2	$580K	Buy	+28,529	New	+$607K	0.04%	293
2014 Q4	–	Sell	-48,560	Closed	-$783K	–	715
2014 Q3	$783K	Buy	48,560 +32,269	+198%	+$555K	0.02%	589
2014 Q2	$281K	Buy	+16,291	New	+$263K	0.03%	308

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s WU Position: Q3 2022 in Review

Lombard Odier Asset Management (Switzerland) sold out of Western Union (WU) in Q3 2022, closing a stake of 12,204 shares — an estimated $201K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in WU in Q2 2014 and held it in 10 quarters. The position peaked at $930K in Q1 2016. 515 funds tracked by Wall St. Rank hold WU as of Q3 2022.

Lombard Odier Asset Management (Switzerland) reported no remaining Western Union position as of Q3 2022 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 12,204 Western Union shares in Q3 2022, an estimated $201K.
Lombard Odier Asset Management (Switzerland) first reported a position in Western Union in Q2 2014 and held it in 10 quarters.
Lombard Odier Asset Management (Switzerland)'s Western Union position peaked at $930K in Q1 2016.
515 funds tracked by Wall St. Rank held Western Union as of Q3 2022.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q3 2022, filed 14 Nov 2022.