LAM
WU icon

Lyrical Asset Management’s Western Union WU Stock Holding History

Lyrical 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
2019
Q1 		– Sell
-12,975,188
Closed -$221M – 39
2018
Q4 		$221M Sell
12,975,188
-225,799
-2% -$4.11M 3.34% 13
2018
Q3 		$252M Buy
13,200,987
+809,286
+7% +$15.7M 3.03% 13
2018
Q2 		$252M Buy
12,391,701
+189,078
+2% +$3.76M 3.15% 14
2018
Q1 		$235M Buy
12,202,623
+866,798
+8% +$17.4M 2.87% 18
2017
Q4 		$215M Buy
11,335,825
+363,239
+3% +$7.13M 2.63% 22
2017
Q3 		$211M Buy
10,972,586
+539,054
+5% +$10.3M 2.75% 22
2017
Q2 		$199M Buy
10,433,532
+1,657,717
+19% +$32.1M 2.8% 21
2017
Q1 		$179M Buy
8,775,815
+481,163
+6% +$9.82M 2.87% 21
2016
Q4 		$180M Buy
8,294,652
+180,183
+2% +$3.74M 3.21% 13
2016
Q3 		$169M Sell
8,114,469
-232,641
-3% -$4.78M 3.31% 12
2016
Q2 		$160M Buy
8,347,110
+258,882
+3% +$5.03M 3.34% 14
2016
Q1 		$156M Buy
8,088,228
+1,118,289
+16% +$20.1M 3.4% 11
2015
Q4 		$125M Buy
6,969,939
+145,583
+2% +$2.75M 3.07% 18
2015
Q3 		$131M Buy
6,824,356
+776,968
+13% +$14.8M 3.13% 16
2015
Q2 		$123M Buy
6,047,388
+833,095
+16% +$17.7M 3.21% 11
2015
Q1 		$109M Buy
5,214,293
+12,764
+0.2% +$238K 3.25% 12
2014
Q4 		$93.2M Buy
5,201,529
+1,126,356
+28% +$19.5M 2.83% 22
2014
Q3 		$65.4M Buy
4,075,173
+695,175
+21% +$12M 2.55% 26
2014
Q2 		$58.6M Buy
3,379,998
+702,571
+26% +$11.3M 2.56% 27
2014
Q1 		$43.8M Buy
2,677,427
+334,964
+14% +$5.46M 2.45% 30
2013
Q4 		$40.4M Buy
2,342,463
+943,069
+67% +$16.5M 2.58% 29
2013
Q3 		$26.1M Buy
1,399,394
+290,046
+26% +$5.21M 3.07% 14
2013
Q2 		$19M Buy
+1,109,348
New +$17.6M 3.09% 9

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lyrical Asset Management's WU Position: Q1 2019 in Review

Lyrical Asset Management sold out of Western Union (WU) in Q1 2019, closing a stake of 12,975,188 shares — an estimated $221M sold.

Lyrical Asset Management first reported a position in WU in Q2 2013 and held it in 23 quarters. The position peaked at $252M in Q2 2018. 549 funds tracked by Wall St. Rank hold WU as of Q1 2019.

  • Lyrical Asset Management reported no remaining Western Union position as of Q1 2019 after selling out during the quarter.
  • Lyrical Asset Management sold 12,975,188 Western Union shares in Q1 2019, an estimated $221M.
  • Lyrical Asset Management first reported a position in Western Union in Q2 2013 and held it in 23 quarters.
  • Lyrical Asset Management's Western Union position peaked at $252M in Q2 2018.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q1 2019.

Based on Lyrical Asset Management's 13F filing for Q1 2019, filed 15 May 2019.