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Private Capital Management (Florida)’s Western Union WU Stock Holding History

Private Capital Management (Florida)’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
Q4 		– Sell
-50,000
Closed -$675K – 156
2022
Q3 		$675K Hold
50,000
– – 0.1% 64
2022
Q2 		$824K Buy
+50,000
New +$881K 0.13% 59
2022
Q1 		– Sell
-68,000
Closed -$1.21M – 116
2021
Q4 		$1.21M Buy
+68,000
New +$1.25M 0.18% 47

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Private Capital Management (Florida)'s WU Position: Q2 2023 in Review

Private Capital Management (Florida) sold out of Western Union (WU) in Q2 2023, closing a stake of 37,800 shares — an estimated $421K sold.

Private Capital Management (Florida) first reported a position in WU in Q3 2022 and held it in 3 quarters. The position peaked at $421K in Q1 2023. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.

  • Private Capital Management (Florida) reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
  • Private Capital Management (Florida) sold 37,800 Western Union shares in Q2 2023, an estimated $421K.
  • Private Capital Management (Florida) first reported a position in Western Union in Q3 2022 and held it in 3 quarters.
  • Private Capital Management (Florida)'s Western Union position peaked at $421K in Q1 2023.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.