Northwest & Ethical Investments’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-73,456
| Closed | -$819K | – | 418 |
|
|
2023
Q1 | $819K | Hold |
73,456
| – | – | 0.03% | 321 |
|
|
2022
Q4 | $1.01M | Sell |
73,456
-36,046
| -33% | -$498K | 0.03% | 296 |
|
|
2022
Q3 | $1.48M | Sell |
109,502
-3,006
| -3% | -$47.1K | 0.06% | 260 |
|
|
2022
Q2 | $1.85M | Buy |
112,508
+9,362
| +9% | +$165K | 0.07% | 241 |
|
|
2022
Q1 | $1.93M | Buy |
103,146
+65,663
| +175% | +$1.21M | 0.06% | 253 |
|
|
2021
Q4 | $669K | Buy |
+37,483
| New | +$691K | 0.02% | 329 |
|
|
2020
Q3 | – | Sell |
-65,028
| Closed | -$1.41M | – | 421 |
|
|
2020
Q2 | $1.41M | Sell |
65,028
-3,107
| -5% | -$63.1K | 0.07% | 274 |
|
|
2020
Q1 | $1.24M | Buy |
68,135
+1,697
| +3% | +$41.6K | 0.07% | 270 |
|
|
2019
Q4 | $1.78M | Sell |
66,438
-85,302
| -56% | -$2.21M | 0.08% | 280 |
|
|
2019
Q3 | $3.52M | Buy |
151,740
+50,005
| +49% | +$1.08M | 0.17% | 158 |
|
|
2019
Q2 | $2.02M | Buy |
+101,735
| New | +$1.98M | 0.1% | 256 |
|
|
2018
Q1 | – | Sell |
-94,600
| Closed | -$1.8M | – | 371 |
|
|
2017
Q4 | $1.8M | Hold |
94,600
| – | – | 0.12% | 228 |
|
|
2017
Q3 | $1.82M | Buy |
94,600
+2,600
| +3% | +$49.6K | 0.11% | 224 |
|
|
2017
Q2 | $1.75M | Buy |
92,000
+9,000
| +11% | +$174K | 0.12% | 214 |
|
|
2017
Q1 | $1.69M | Sell |
83,000
-262,800
| -76% | -$5.36M | 0.11% | 218 |
|
|
2016
Q4 | $7.51M | Buy |
345,800
+6,995
| +2% | +$145K | 0.52% | 36 |
|
|
2016
Q3 | $7.05M | Buy |
338,805
+154,415
| +84% | +$3.17M | 0.5% | 44 |
|
|
2016
Q2 | $3.54M | Sell |
184,390
-7,150
| -4% | -$139K | 0.27% | 96 |
|
|
2016
Q1 | $3.69M | Sell |
191,540
-13,597
| -7% | -$245K | 0.25% | 104 |
|
|
2015
Q4 | $3.67M | Sell |
205,137
-8,005
| -4% | -$151K | 0.27% | 103 |
|
|
2015
Q3 | $3.91M | Buy |
213,142
+9,557
| +5% | +$182K | 0.3% | 92 |
|
|
2015
Q2 | $4.14M | Buy |
203,585
+16,640
| +9% | +$354K | 0.27% | 101 |
|
|
2015
Q1 | $3.89M | Sell |
186,945
-16,553
| -8% | -$308K | 0.27% | 96 |
|
|
2014
Q4 | $3.64M | Sell |
203,498
-20,873
| -9% | -$362K | 0.25% | 102 |
|
|
2014
Q3 | $3.6M | Sell |
224,371
-102,984
| -31% | -$1.77M | 0.24% | 105 |
|
|
2014
Q2 | $5.68M | Buy |
327,355
+21,790
| +7% | +$352K | 0.35% | 67 |
|
|
2014
Q1 | $5M | Buy |
305,565
+26,067
| +9% | +$425K | 0.33% | 72 |
|
|
2013
Q4 | $4.82M | Buy |
279,498
+11,880
| +4% | +$208K | 0.32% | 75 |
|
|
2013
Q3 | $4.99M | Buy |
267,618
+22,395
| +9% | +$402K | 0.36% | 73 |
|
|
2013
Q2 | $4.2M | Buy |
+245,223
| New | +$3.89M | 0.33% | 75 |
|
Other funds holding WU
JAM
Northwest & Ethical Investments's WU Position: Q2 2023 in Review
Northwest & Ethical Investments sold out of Western Union (WU) in Q2 2023, closing a stake of 73,456 shares — an estimated $819K sold.
Northwest & Ethical Investments first reported a position in WU in Q2 2013 and held it in 30 quarters. The position peaked at $7.51M in Q4 2016. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.
- Northwest & Ethical Investments reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
- Northwest & Ethical Investments sold 73,456 Western Union shares in Q2 2023, an estimated $819K.
- Northwest & Ethical Investments first reported a position in Western Union in Q2 2013 and held it in 30 quarters.
- Northwest & Ethical Investments's Western Union position peaked at $7.51M in Q4 2016.
- 463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.
Based on Northwest & Ethical Investments's 13F filing for Q2 2023, filed 9 Jul 2025.