Marshall Wace North America’s Western Union WU Stock Holding History

Marshall Wace North America’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	$2.13M	Buy	105,271 +82,005	+352%	+$1.81M	0.01%	709
2021 Q2	$534K	Hold	23,266	–	–	﹤0.01%	1157
2021 Q1	$574K	Buy	+23,266	New	+$548K	﹤0.01%	1164
2020 Q2	–	Sell	-7,089	Closed	-$129K	–	1526
2020 Q1	$129K	Buy	7,089 +6,997	+7,605%	+$172K	﹤0.01%	960
2019 Q4	$2K	Buy	+92	New	+$2.38K	﹤0.01%	1248
2019 Q1	–	Sell	-13,431	Closed	-$229K	–	1951
2018 Q4	$229K	Buy	+13,431	New	+$244K	﹤0.01%	932
2018 Q2	–	Sell	-84,591	Closed	-$1.63M	–	1736
2018 Q1	$1.63M	Sell	84,591 -2,029,260	-96%	-$40.7M	0.01%	863
2017 Q4	$40.2M	Buy	2,113,851 +994,643	+89%	+$19.5M	0.22%	102
2017 Q3	$21.3M	Sell	1,119,208 -1,143,707	-51%	-$21.8M	0.13%	200
2017 Q2	$43M	Buy	2,262,915 +740,507	+49%	+$14.3M	0.31%	75
2017 Q1	$30.4M	Buy	+1,522,408	New	+$31.1M	0.24%	120
2013 Q4	–	Sell	-15,002	Closed	-$280K	–	850
2013 Q3	$280K	Buy	+15,002	New	+$270K	0.01%	524

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Marshall Wace North America's WU Position: Q3 2021 in Review

Marshall Wace North America increased its Western Union (WU) stake by 352% in Q3 2021, buying an estimated $1.81M and bringing the position to 105,271 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #709.

Marshall Wace North America first reported a position in WU in Q3 2013 and has held it in 12 quarters since. The position peaked at $43M in Q2 2017. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

Marshall Wace North America held 105,271 shares of Western Union worth $2.13M as of Q3 2021.
Marshall Wace North America bought 82,005 Western Union shares in Q3 2021, an estimated $1.81M.
Western Union made up 0.01% of Marshall Wace North America's portfolio in Q3 2021, its #709 holding.
Marshall Wace North America first reported a position in Western Union in Q3 2013 and has held it in 12 quarters since.
Marshall Wace North America's Western Union position peaked at $43M in Q2 2017.
549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.