Royal London Asset Management’s Western Union WU Stock Holding History

Royal London Asset 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
2023 Q1	–	Sell	-152,572	Closed	-$2.1M	–	689
2022 Q4	$2.1M	Hold	152,572	–	–	0.01%	601
2022 Q3	$2.06M	Sell	152,572 -61,359	-29%	-$962K	0.01%	596
2022 Q2	$3.53M	Hold	213,931	–	–	0.02%	535
2022 Q1	$4.01M	Buy	213,931 +36,405	+21%	+$673K	0.02%	543
2021 Q4	$3.17M	Sell	177,526 -3,179	-2%	-$58.6K	0.01%	582
2021 Q3	$3.65M	Buy	180,705 +32,417	+22%	+$716K	0.01%	563
2021 Q2	$3.4M	Sell	148,288 -15,823	-10%	-$394K	0.01%	588
2021 Q1	$4.05M	Hold	164,111	–	–	0.02%	543
2020 Q4	$3.6M	Sell	164,111 -3,529	-2%	-$76.6K	0.02%	517
2020 Q3	$3.65M	Sell	167,640 -7,572	-4%	-$172K	0.02%	468
2020 Q2	$3.73M	Hold	175,212	–	–	0.03%	452
2020 Q1	$3.31M	Hold	175,212	–	–	0.03%	447
2019 Q4	$4.69M	Sell	175,212 -2,057	-1%	-$53.3K	0.03%	442
2019 Q3	$4.11M	Sell	177,269 -9,252	-5%	-$200K	0.03%	468
2019 Q2	$3.71M	Hold	186,521	–	–	0.04%	417
2019 Q1	$3.44M	Buy	186,521 +3,336	+2%	+$60K	0.03%	514
2018 Q4	$3.12M	Hold	183,185	–	–	0.03%	518
2018 Q3	$3.49M	Sell	183,185 -3,672	-2%	-$71.3K	0.04%	415
2018 Q2	$3.8M	Buy	+186,857	New	+$3.72M	0.04%	459
2016 Q2	$3.37M	Sell	175,727 -2,302,338	-93%	-$44.7M	0.06%	357
2016 Q1	$128K	Buy	2,478,065 +2,292,074	+1,232%	+$41.2M	0.18%	126
2015 Q4	$3.39M	Sell	185,991 -1,494	-0.8%	-$28.2K	0.05%	369
2015 Q3	$3.44M	Buy	+187,485	New	+$3.57M	0.06%	360
2014 Q4	$30.4K	Buy	168,430 +33,271	+25%	+$577K	0.06%	346
2014 Q3	$2.19M	Buy	135,159 +4,954	+4%	+$85.3K	0.05%	359
2014 Q2	$2.21M	Sell	130,205 -538	-0.4%	-$8.69K	0.05%	375
2014 Q1	$2.16M	Sell	130,743 -7,649	-6%	-$125K	0.05%	388
2013 Q4	$2.32M	Buy	138,392 +458	+0.3%	+$8.03K	0.06%	354
2013 Q3	$2.67M	Hold	137,934	–	–	0.07%	318
2013 Q2	$2.34M	Buy	+137,934	New	+$2.19M	0.07%	324

Other funds holding WU

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal London Asset Management's WU Position: Q1 2023 in Review

Royal London Asset Management sold out of Western Union (WU) in Q1 2023, closing a stake of 152,572 shares — an estimated $2.1M sold.

Royal London Asset Management first reported a position in WU in Q2 2013 and held it in 30 quarters. The position peaked at $4.69M in Q4 2019. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.

Royal London Asset Management reported no remaining Western Union position as of Q1 2023 after selling out during the quarter.
Royal London Asset Management sold 152,572 Western Union shares in Q1 2023, an estimated $2.1M.
Royal London Asset Management first reported a position in Western Union in Q2 2013 and held it in 30 quarters.
Royal London Asset Management's Western Union position peaked at $4.69M in Q4 2019.
475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.

Based on Royal London Asset Management's 13F filing for Q1 2023, filed 15 May 2023.