Meeder Asset Management’s Western Union WU Stock Holding History

Meeder 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
2022 Q4	–	Sell	-17,180	Closed	-$232K	–	2046
2022 Q3	$232K	Buy	17,180 +4,105	+31%	+$64.3K	0.01%	545
2022 Q2	$215K	Sell	13,075 -2,701	-17%	-$47.6K	0.01%	587
2022 Q1	$296K	Buy	+15,776	New	+$292K	0.01%	571
2021 Q4	–	Sell	-20,830	Closed	-$421K	–	2372
2021 Q3	$421K	Sell	20,830 -2,430	-10%	-$53.7K	0.02%	490
2021 Q2	$534K	Buy	23,260 +546	+2%	+$13.6K	0.02%	476
2021 Q1	$560K	Buy	22,714 +20,136	+781%	+$474K	0.03%	420
2020 Q4	$57K	Buy	2,578 +1,288	+100%	+$27.9K	0.01%	543
2020 Q3	$28K	Buy	1,290 +944	+273%	+$21.4K	﹤0.01%	1082
2020 Q2	$7K	Sell	346 -427	-55%	-$8.67K	﹤0.01%	1442
2020 Q1	$14K	Sell	773 -41,165	-98%	-$1.01M	﹤0.01%	1380
2019 Q4	$1.12M	Sell	41,938 -62	-0.1%	-$1.61K	0.07%	231
2019 Q3	$974K	Sell	42,000 -3,582	-8%	-$77.3K	0.06%	245
2019 Q2	$907K	Buy	45,582 +143	+0.3%	+$2.79K	0.06%	253
2019 Q1	$839K	Buy	45,439 +8,216	+22%	+$148K	0.07%	252
2018 Q4	$635K	Sell	37,223 -6,547	-15%	-$119K	0.06%	285
2018 Q3	$835K	Buy	43,770 +1,593	+4%	+$30.9K	0.06%	273
2018 Q2	$857K	Sell	42,177 -2,376	-5%	-$47.3K	0.07%	242
2018 Q1	$857K	Buy	+44,553	New	+$894K	0.08%	243
2017 Q3	–	Sell	-421	Closed	-$8K	–	1782
2017 Q2	$8K	Sell	421 -4,305	-91%	-$83.3K	﹤0.01%	1062
2017 Q1	$96K	Sell	4,726 -1,604	-25%	-$32.7K	0.01%	562
2016 Q4	$138K	Sell	6,330 -34,202	-84%	-$710K	0.01%	512
2016 Q3	$843K	Buy	+40,532	New	+$833K	0.07%	290
2015 Q3	–	Sell	-141,831	Closed	-$2.88M	–	730
2015 Q2	$2.88M	Buy	141,831 +40,952	+41%	+$872K	0.29%	76
2015 Q1	$2.1M	Buy	+100,879	New	+$1.88M	0.23%	125

Other funds holding WU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JAM

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meeder Asset Management's WU Position: Q4 2022 in Review

Meeder Asset Management sold out of Western Union (WU) in Q4 2022, closing a stake of 17,180 shares — an estimated $232K sold.

Meeder Asset Management first reported a position in WU in Q1 2015 and held it in 24 quarters. The position peaked at $2.88M in Q2 2015. 505 funds tracked by Wall St. Rank hold WU as of Q4 2022.

Meeder Asset Management reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 17,180 Western Union shares in Q4 2022, an estimated $232K.
Meeder Asset Management first reported a position in Western Union in Q1 2015 and held it in 24 quarters.
Meeder Asset Management's Western Union position peaked at $2.88M in Q2 2015.
505 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.