M&G Investment Management’s Western Union WU Stock Holding History

M&G Investment 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
2023 Q4	$13.5M	Sell	1,123,860 -46,737	-4%	-$570K	0.05%	159
2023 Q3	$15.2M	Sell	1,170,597 -334,278	-22%	-$4.1M	0.07%	154
2023 Q2	$18.1M	Buy	+1,504,875	New	+$17.3M	0.07%	141
2022 Q1	–	Sell	-40,927	Closed	-$737	–	518
2021 Q4	$737	Buy	40,927 +1,084	+3%	+$20K	﹤0.01%	394
2021 Q3	$797	Buy	39,843 +536	+1%	+$11.8K	﹤0.01%	650
2021 Q2	$904	Buy	39,307 +29,998	+322%	+$747K	﹤0.01%	632
2021 Q1	$233	Buy	+9,309	New	+$219K	﹤0.01%	426
2020 Q4	–	Sell	-44,467	Closed	-$934K	–	493
2020 Q3	$934K	Buy	+44,467	New	+$1.01M	0.01%	300
2020 Q2	–	Sell	-17,918	Closed	-$323K	–	443
2020 Q1	$323K	Sell	17,918 -158,308	-90%	-$3.88M	﹤0.01%	368
2019 Q4	$4.76M	Buy	+176,226	New	+$4.57M	0.04%	228

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&G Investment Management's WU Position: Q4 2023 in Review

M&G Investment Management reduced its Western Union (WU) stake by 4% in Q4 2023, selling an estimated $570K and leaving 1,123,860 shares worth $13.5M. The position accounts for 0.05% of the portfolio, ranked #159.

M&G Investment Management first reported a position in WU in Q4 2019 and has held it in 10 quarters since. The position peaked at $18.1M in Q2 2023. 463 funds tracked by Wall St. Rank hold WU as of Q4 2023.

M&G Investment Management held 1,123,860 shares of Western Union worth $13.5M as of Q4 2023.
M&G Investment Management sold 46,737 Western Union shares in Q4 2023, an estimated $570K.
Western Union made up 0.05% of M&G Investment Management's portfolio in Q4 2023, its #159 holding.
M&G Investment Management first reported a position in Western Union in Q4 2019 and has held it in 10 quarters since.
M&G Investment Management's Western Union position peaked at $18.1M in Q2 2023.
463 funds tracked by Wall St. Rank held Western Union as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.