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Polaris Capital Management’s Western Union WU Stock Holding History

Polaris Capital 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
2020
Q2 		– Sell
-1,777,530
Closed -$32.2M – 104
2020
Q1 		$32.2M Sell
1,777,530
-444,100
-20% -$10.9M 1.95% 16
2019
Q4 		$59.5M Buy
2,221,630
+41,502
+2% +$1.08M 2.45% 11
2019
Q3 		$50.5M Buy
2,180,128
+120,200
+6% +$2.6M 2.27% 11
2019
Q2 		$41M Hold
2,059,928
– – 1.73% 24
2019
Q1 		$38M Sell
2,059,928
-21,500
-1% -$387K 1.58% 27
2018
Q4 		$35.5M Buy
2,081,428
+52,300
+3% +$951K 1.63% 23
2018
Q3 		$38.7M Buy
2,029,128
+196,812
+11% +$3.82M 1.68% 27
2018
Q2 		$37.3M Sell
1,832,316
-951,300
-34% -$18.9M 1.72% 26
2018
Q1 		$53.5M Buy
2,783,616
+990,100
+55% +$19.9M 1.97% 27
2017
Q4 		$34.1M Buy
1,793,516
+91,000
+5% +$1.79M 1.59% 31
2017
Q3 		$32.7M Buy
1,702,516
+259,700
+18% +$4.95M 1.83% 28
2017
Q2 		$27.5M Buy
1,442,816
+31,400
+2% +$608K 1.62% 28
2017
Q1 		$28.7M Buy
1,411,416
+5,300
+0.4% +$108K 2.04% 22
2016
Q4 		$30.5M Buy
1,406,116
+322,700
+30% +$6.7M 1.97% 18
2016
Q3 		$22.6M Buy
1,083,416
+1,300
+0.1% +$26.7K 1.76% 13
2016
Q2 		$20.8M Buy
1,082,116
+4,400
+0.4% +$85.4K 1.8% 16
2016
Q1 		$21.6M Buy
1,077,716
+176,500
+20% +$3.18M 1.85% 11
2015
Q4 		$16.1M Buy
901,216
+187,216
+26% +$3.53M 1.63% 18
2015
Q3 		$13.1M Buy
714,000
+56,000
+9% +$1.07M 1.59% 16
2015
Q2 		$13.4M Hold
658,000
– – 1.64% 13
2015
Q1 		$13.7M Sell
658,000
-8,600
-1% -$160K 1.91% 10
2014
Q4 		$11.9M Buy
+666,600
New +$11.6M 2% 18

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Polaris Capital Management's WU Position: Q2 2020 in Review

Polaris Capital Management sold out of Western Union (WU) in Q2 2020, closing a stake of 1,777,530 shares — an estimated $32.2M sold.

Polaris Capital Management first reported a position in WU in Q4 2014 and held it in 22 quarters. The position peaked at $59.5M in Q4 2019. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

  • Polaris Capital Management reported no remaining Western Union position as of Q2 2020 after selling out during the quarter.
  • Polaris Capital Management sold 1,777,530 Western Union shares in Q2 2020, an estimated $32.2M.
  • Polaris Capital Management first reported a position in Western Union in Q4 2014 and held it in 22 quarters.
  • Polaris Capital Management's Western Union position peaked at $59.5M in Q4 2019.
  • 575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on Polaris Capital Management's 13F filing for Q2 2020, filed 12 Aug 2020.