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Oppenheimer & Co’s Western Union WU Stock Holding History

Oppenheimer & Co’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
2023
Q1 		– Sell
-10,148
Closed -$140K – 1462
2022
Q4 		$140K Buy
+10,148
New +$140K ﹤0.01% 1267
2015
Q2 		– Sell
-19,006
Closed -$396K – 1560
2015
Q1 		$396K Sell
19,006
-27,286
-59% -$508K 0.01% 980
2014
Q4 		$829K Buy
46,292
+35,214
+318% +$611K 0.02% 670
2014
Q3 		$177K Buy
11,078
+5
+0% +$86 0.01% 1276
2014
Q2 		$192K Buy
11,073
+123
+1% +$1.99K 0.01% 1265
2014
Q1 		$179K Sell
10,950
-1,111
-9% -$18.1K 0.01% 1267
2013
Q4 		$208K Sell
12,061
-8,763
-42% -$154K 0.01% 1198
2013
Q3 		$388K Sell
20,824
-301
-1% -$5.41K 0.01% 863
2013
Q2 		$362K Buy
+21,125
New +$335K 0.01% 850

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oppenheimer & Co's WU Position: Q1 2023 in Review

Oppenheimer & Co sold out of Western Union (WU) in Q1 2023, closing a stake of 10,148 shares — an estimated $140K sold.

Oppenheimer & Co first reported a position in WU in Q2 2013 and held it in 9 quarters. The position peaked at $829K in Q4 2014. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.

  • Oppenheimer & Co reported no remaining Western Union position as of Q1 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 10,148 Western Union shares in Q1 2023, an estimated $140K.
  • Oppenheimer & Co first reported a position in Western Union in Q2 2013 and held it in 9 quarters.
  • Oppenheimer & Co's Western Union position peaked at $829K in Q4 2014.
  • 475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.

Based on Oppenheimer & Co's 13F filing for Q1 2023, filed 10 May 2023.