MIS
WU icon

Morningstar Investment Services’s Western Union WU Stock Holding History

Morningstar Investment Services’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
2024
Q1 		– Sell
-25,090
Closed -$300K – 417
2023
Q4 		$300K Buy
25,090
+11,923
+91% +$145K ﹤0.01% 350
2023
Q3 		$177K Sell
13,167
-107
-0.8% -$1.31K ﹤0.01% 274
2023
Q2 		$154K Sell
13,274
-135,833
-91% -$1.57M ﹤0.01% 244
2023
Q1 		$1.65M Buy
+149,107
New +$1.94M 0.02% 157
2022
Q1 		– Sell
-211,943
Closed -$3.78M – 256
2021
Q4 		$3.78M Buy
211,943
+29,245
+16% +$539K 0.04% 143
2021
Q3 		$3.8M Buy
+182,698
New +$4.04M 0.04% 137
2016
Q4 		– Sell
-38,511
Closed -$802K – 219
2016
Q3 		$802K Sell
38,511
-33,303
-46% -$684K 0.02% 171
2016
Q2 		$1.39M Buy
71,814
+46,919
+188% +$911K 0.04% 151
2016
Q1 		$480K Sell
24,895
-721,580
-97% -$13M 0.02% 178
2015
Q4 		$13.4M Sell
746,475
-22,851
-3% -$431K 0.53% 58
2015
Q3 		$14.1M Buy
769,326
+103,895
+16% +$1.98M 0.6% 50
2015
Q2 		$13.5M Sell
665,431
-38,558
-5% -$821K 0.58% 57
2015
Q1 		$14.7M Sell
703,989
-147,210
-17% -$2.74M 0.64% 53
2014
Q4 		$15.2M Buy
851,199
+76,782
+10% +$1.33M 0.72% 45
2014
Q3 		$12.4M Buy
774,417
+43,099
+6% +$742K 0.64% 49
2014
Q2 		$12.7M Buy
731,318
+83,346
+13% +$1.35M 0.74% 42
2014
Q1 		$10.6M Buy
647,972
+70,466
+12% +$1.15M 0.72% 41
2013
Q4 		$9.96M Buy
577,506
+69,797
+14% +$1.22M 0.75% 40
2013
Q3 		$9.49M Buy
507,709
+15,108
+3% +$271K 0.83% 33
2013
Q2 		$8.43M Buy
+492,601
New +$7.8M 0.88% 27

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morningstar Investment Services's WU Position: Q1 2024 in Review

Morningstar Investment Services sold out of Western Union (WU) in Q1 2024, closing a stake of 25,090 shares — an estimated $300K sold.

Morningstar Investment Services first reported a position in WU in Q2 2013 and held it in 20 quarters. The position peaked at $15.2M in Q4 2014. 456 funds tracked by Wall St. Rank hold WU as of Q1 2024.

  • Morningstar Investment Services reported no remaining Western Union position as of Q1 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 25,090 Western Union shares in Q1 2024, an estimated $300K.
  • Morningstar Investment Services first reported a position in Western Union in Q2 2013 and held it in 20 quarters.
  • Morningstar Investment Services's Western Union position peaked at $15.2M in Q4 2014.
  • 456 funds tracked by Wall St. Rank held Western Union as of Q1 2024.

Based on Morningstar Investment Services's 13F filing for Q1 2024, filed 15 May 2024.