Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Western Union WU Stock Holding History

Luther King Capital Management (LKCM)’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
2021
Q3 		– Sell
-19,768
Closed -$454K – 624
2021
Q2 		$454K Buy
+19,768
New +$492K ﹤0.01% 514
2017
Q2 		– Sell
-10,777
Closed -$219K – 522
2017
Q1 		$219K Buy
+10,777
New +$220K ﹤0.01% 493
2016
Q1 		– Sell
-66,086
Closed -$1.18M – 532
2015
Q4 		$1.18M Sell
66,086
-4,264
-6% -$80.5K 0.01% 342
2015
Q3 		$1.29M Sell
70,350
-3,665
-5% -$69.7K 0.01% 331
2015
Q2 		$1.5M Sell
74,015
-4,962
-6% -$106K 0.01% 330
2015
Q1 		$1.64M Sell
78,977
-162,586
-67% -$3.03M 0.01% 319
2014
Q4 		$4.33M Sell
241,563
-3,730
-2% -$64.7K 0.03% 272
2014
Q3 		$3.93M Sell
245,293
-115,034
-32% -$1.98M 0.03% 288
2014
Q2 		$6.25M Sell
360,327
-13,902
-4% -$225K 0.05% 266
2014
Q1 		$6.12M Sell
374,229
-128,389
-26% -$2.09M 0.05% 268
2013
Q4 		$8.67M Sell
502,618
-226,300
-31% -$3.97M 0.07% 253
2013
Q3 		$13.6M Sell
728,918
-110,033
-13% -$1.98M 0.12% 209
2013
Q2 		$14.4M Buy
+838,951
New +$13.3M 0.13% 192

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Luther King Capital Management (LKCM)'s WU Position: Q3 2021 in Review

Luther King Capital Management (LKCM) sold out of Western Union (WU) in Q3 2021, closing a stake of 19,768 shares — an estimated $454K sold.

Luther King Capital Management (LKCM) first reported a position in WU in Q2 2013 and held it in 13 quarters. The position peaked at $14.4M in Q2 2013. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

  • Luther King Capital Management (LKCM) reported no remaining Western Union position as of Q3 2021 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 19,768 Western Union shares in Q3 2021, an estimated $454K.
  • Luther King Capital Management (LKCM) first reported a position in Western Union in Q2 2013 and held it in 13 quarters.
  • Luther King Capital Management (LKCM)'s Western Union position peaked at $14.4M in Q2 2013.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2021, filed 10 Nov 2021.