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NuWave Investment Management’s Western Union WU Stock Holding History

NuWave Investment 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
Q3 		$35K Buy
2,608
+867
+50% +$13.6K 0.04% 253
2022
Q2 		$29K Buy
+1,741
New +$30.7K 0.04% 234
2022
Q1 		– Sell
-17,727
Closed -$316K – 394
2021
Q4 		$316K Buy
17,727
+8,766
+98% +$162K 0.36% 107
2021
Q3 		$181K Buy
8,961
+628
+8% +$13.9K 0.21% 152
2021
Q2 		$191K Buy
+8,333
New +$207K 0.21% 151
2021
Q1 		– Sell
-8,715
Closed -$191K – 439
2020
Q4 		$191K Buy
8,715
+8,048
+1,207% +$175K 0.25% 119
2020
Q3 		$14K Sell
667
-331
-33% -$7.51K 0.02% 311
2020
Q2 		$22K Sell
998
-33,333
-97% -$677K 0.03% 260
2020
Q1 		$622K Buy
34,331
+14,367
+72% +$352K 1.36% 9
2019
Q4 		$535K Buy
19,964
+19,306
+2,934% +$501K 0.52% 66
2019
Q3 		$16K Sell
658
-2,627
-80% -$56.7K 0.02% 335
2019
Q2 		$66K Sell
3,285
-10,930
-77% -$213K 0.07% 201
2019
Q1 		$263K Buy
14,215
+1,543
+12% +$27.7K 0.31% 116
2018
Q4 		$216K Buy
12,672
+10,070
+387% +$183K 0.37% 103
2018
Q3 		$50K Buy
2,602
+2,552
+5,104% +$49.5K 0.08% 200
2018
Q2 		$1K Sell
50
-5,237
-99% -$104K ﹤0.01% 369
2018
Q1 		$102K Sell
5,287
-10,682
-67% -$214K 0.16% 163
2017
Q4 		$303K Buy
+15,969
New +$313K 0.36% 107
2014
Q3 		$2K Sell
108
-13
-11% -$224 0.01% 232
2014
Q2 		$2K Sell
121
-6,922
-98% -$112K 0.01% 297
2014
Q1 		$115K Sell
7,043
-6,957
-50% -$113K 0.34% 108
2013
Q4 		$242K Buy
14,000
+12,975
+1,266% +$227K 0.21% 141
2013
Q3 		$19K Sell
1,025
-13
-1% -$234 0.02% 218
2013
Q2 		$18K Buy
+1,038
New +$16.4K 0.02% 216

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NuWave Investment Management's WU Position: Q3 2022 in Review

NuWave Investment Management increased its Western Union (WU) stake by 50% in Q3 2022, buying an estimated $13.6K and bringing the position to 2,608 shares worth $35K. The position accounts for 0.04% of the portfolio, ranked #253.

NuWave Investment Management first reported a position in WU in Q2 2013 and has held it in 24 quarters since. The position peaked at $622K in Q1 2020. 515 funds tracked by Wall St. Rank hold WU as of Q3 2022.

  • NuWave Investment Management held 2,608 shares of Western Union worth $35K as of Q3 2022.
  • NuWave Investment Management bought 867 Western Union shares in Q3 2022, an estimated $13.6K.
  • Western Union made up 0.04% of NuWave Investment Management's portfolio in Q3 2022, its #253 holding.
  • NuWave Investment Management first reported a position in Western Union in Q2 2013 and has held it in 24 quarters since.
  • NuWave Investment Management's Western Union position peaked at $622K in Q1 2020.
  • 515 funds tracked by Wall St. Rank held Western Union as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.