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LVZ Inc’s Western Union WU Stock Holding History

LVZ Inc’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
2023
Q1 		– Sell
-13,160
Closed -$181K – 156
2022
Q4 		$181K Buy
13,160
+841
+7% +$11.6K 0.03% 137
2022
Q3 		$166K Sell
12,319
-55
-0.4% -$862 0.03% 111
2022
Q2 		$204K Buy
12,374
+1,561
+14% +$27.5K 0.03% 102
2022
Q1 		$203K Sell
10,813
-1,125
-9% -$20.8K 0.03% 106
2021
Q4 		$213K Buy
+11,938
New +$220K 0.03% 103
2021
Q3 		– Sell
-9,341
Closed -$215K – 108
2021
Q2 		$215K Buy
9,341
+975
+12% +$24.3K 0.03% 103
2021
Q1 		$206K Buy
+8,366
New +$197K 0.03% 103

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LVZ Inc's WU Position: Q1 2023 in Review

LVZ Inc sold out of Western Union (WU) in Q1 2023, closing a stake of 13,160 shares — an estimated $181K sold.

LVZ Inc first reported a position in WU in Q1 2021 and held it in 7 quarters. The position peaked at $215K in Q2 2021. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.

  • LVZ Inc reported no remaining Western Union position as of Q1 2023 after selling out during the quarter.
  • LVZ Inc sold 13,160 Western Union shares in Q1 2023, an estimated $181K.
  • LVZ Inc first reported a position in Western Union in Q1 2021 and held it in 7 quarters.
  • LVZ Inc's Western Union position peaked at $215K in Q2 2021.
  • 475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.

Based on LVZ Inc's 13F filing for Q1 2023, filed 20 Apr 2023.