Numeric Investors’s Western Union WU Stock Holding History

Numeric Investors’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
2017 Q4	$331K	Buy	+17,400	New	+$341K	﹤0.01%	956
2017 Q2	–	Sell	-28,700	Closed	-$584K	–	1176
2017 Q1	$584K	Buy	28,700 +4,400	+18%	+$89.8K	0.01%	758
2016 Q4	$528K	Buy	24,300 +5,100	+27%	+$106K	﹤0.01%	817
2016 Q3	$400K	Buy	+19,200	New	+$395K	﹤0.01%	848
2015 Q4	–	Sell	-52,600	Closed	-$966K	–	1143
2015 Q3	$966K	Buy	+52,600	New	+$1M	0.01%	549
2014 Q1	–	Sell	-81,900	Closed	-$1.41M	–	912
2013 Q4	$1.41M	Buy	+81,900	New	+$1.44M	0.02%	401
2013 Q3	–	Sell	-18,700	Closed	-$320K	–	913
2013 Q2	$320K	Buy	+18,700	New	+$296K	0.01%	639

Other funds holding WU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Numeric Investors's WU Position: Q4 2017 in Review

Numeric Investors opened a new position in Western Union (WU) in Q4 2017: 17,400 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: Numeric Investors previously reported a position in WU as recently as Q1 2017.

Numeric Investors first reported a position in WU in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.41M in Q4 2013. 583 funds tracked by Wall St. Rank hold WU as of Q4 2017.

Numeric Investors held 17,400 shares of Western Union worth $331K as of Q4 2017.
Western Union was a new Numeric Investors position in Q4 2017.
Western Union made up ﹤0.01% of Numeric Investors's portfolio in Q4 2017, its #956 holding.
Numeric Investors first reported a position in Western Union in Q2 2013 and has held it in 7 quarters since.
Numeric Investors's Western Union position peaked at $1.41M in Q4 2013.
583 funds tracked by Wall St. Rank held Western Union as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.