McMillion Capital Management’s Western Union WU Stock Holding History

McMillion Capital 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	$70.4K	Buy	+6,000	New	+$69.1K	0.06%	88
2022 Q4	–	Sell	-6,000	Closed	-$81K	–	197
2022 Q3	$81K	Hold	6,000	–	–	0.08%	83
2022 Q2	$99K	Buy	+6,000	New	+$106K	0.08%	86
2021 Q1	–	Sell	-2,450	Closed	-$54K	–	289
2020 Q4	$54K	Buy	+2,450	New	+$53.2K	0.03%	118
2020 Q2	–	Sell	-2,450	Closed	-$44K	–	280
2020 Q1	$44K	Hold	2,450	–	–	0.03%	97
2019 Q4	$66K	Hold	2,450	–	–	0.03%	93
2019 Q3	$57K	Hold	2,450	–	–	0.03%	101
2019 Q2	$49K	Buy	+2,450	New	+$47.8K	0.03%	112

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

McMillion Capital Management's WU Position: Q2 2023 in Review

McMillion Capital Management opened a new position in Western Union (WU) in Q2 2023: 6,000 shares worth $70.4K. The stake represents 0.06% of the portfolio and ranks #88 among its holdings. This is a return to the name: McMillion Capital Management previously reported a position in WU as recently as Q3 2022.

McMillion Capital Management first reported a position in WU in Q2 2019 and has held it in 8 quarters since. The position peaked at $99K in Q2 2022. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.

McMillion Capital Management held 6,000 shares of Western Union worth $70.4K as of Q2 2023.
Western Union was a new McMillion Capital Management position in Q2 2023.
Western Union made up 0.06% of McMillion Capital Management's portfolio in Q2 2023, its #88 holding.
McMillion Capital Management first reported a position in Western Union in Q2 2019 and has held it in 8 quarters since.
McMillion Capital Management's Western Union position peaked at $99K in Q2 2022.
463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.