Marathon Partners Equity Management’s Western Union WU Stock Holding History

Marathon Partners Equity 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 Q2	–	Sell	-120,000	Closed	-$1.34M	–	35
2023 Q1	$1.34M	Buy	+120,000	New	+$1.56M	1.73%	17
2014 Q3	–	Sell	-200,000	Closed	-$3.47M	–	28
2014 Q2	$3.47M	Sell	200,000 -500,000	-71%	-$8.08M	1.39%	18
2014 Q1	$11.5M	Sell	700,000 -155,000	-18%	-$2.52M	5.22%	6
2013 Q4	$14.7M	Buy	+855,000	New	+$15M	7.82%	3

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Marathon Partners Equity Management's WU Position: Q2 2023 in Review

Marathon Partners Equity Management sold out of Western Union (WU) in Q2 2023, closing a stake of 120,000 shares — an estimated $1.34M sold.

Marathon Partners Equity Management first reported a position in WU in Q4 2013 and held it in 4 quarters. The position peaked at $14.7M in Q4 2013. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.

Marathon Partners Equity Management reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
Marathon Partners Equity Management sold 120,000 Western Union shares in Q2 2023, an estimated $1.34M.
Marathon Partners Equity Management first reported a position in Western Union in Q4 2013 and held it in 4 quarters.
Marathon Partners Equity Management's Western Union position peaked at $14.7M in Q4 2013.
463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.

Based on Marathon Partners Equity Management's 13F filing for Q2 2023, filed 14 Aug 2023.