Sumitomo Mitsui DS Asset Management’s Western Union WU Stock Holding History

Sumitomo Mitsui DS 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	-34,833	Closed	-$480K	–	787
2022 Q4	$480K	Buy	34,833 +29	+0.1%	+$400	0.01%	658
2022 Q3	$470K	Buy	34,804 +280	+0.8%	+$4.39K	0.01%	635
2022 Q2	$569K	Buy	34,524 +27	+0.1%	+$476	0.01%	607
2022 Q1	$646K	Sell	34,497 -258	-0.7%	-$4.77K	0.01%	607
2021 Q4	$620K	Sell	34,755 -43,557	-56%	-$803K	0.01%	635
2021 Q3	$1.58M	Buy	78,312 +4,274	+6%	+$94.4K	0.04%	388
2021 Q2	$1.7M	Buy	74,038 +34,623	+88%	+$862K	0.04%	368
2021 Q1	$971K	Buy	39,415 +2,263	+6%	+$53.3K	0.03%	497
2020 Q4	$815K	Sell	37,152 -1,696	-4%	-$36.8K	0.02%	514
2020 Q3	$832K	Buy	38,848 +251	+0.7%	+$5.7K	0.03%	465
2020 Q2	$834K	Buy	38,597 +1,373	+4%	+$27.9K	0.03%	436
2020 Q1	$674K	Sell	37,224 -831	-2%	-$20.4K	0.03%	432
2019 Q4	$1.02M	Buy	38,055 +570	+2%	+$14.8K	0.03%	415
2019 Q3	$868K	Buy	37,485 +3,109	+9%	+$67.1K	0.03%	431
2019 Q2	$683K	Sell	34,376 -56,137	-62%	-$1.09M	0.03%	471
2019 Q1	$1.67M	Buy	90,513 +59,293	+190%	+$1.07M	0.03%	385
2018 Q4	$532K	Sell	31,220 -2,192	-7%	-$39.9K	0.01%	624
2018 Q3	$636K	Hold	33,412	–	–	0.01%	640
2018 Q2	$679K	Buy	33,412 +442	+1%	+$8.8K	0.01%	618
2018 Q1	$634K	Sell	32,970 -601	-2%	-$12.1K	0.01%	629
2017 Q4	$638K	Sell	33,571 -976	-3%	-$19.2K	0.01%	650
2017 Q3	$663K	Sell	34,547 -4,811	-12%	-$91.7K	0.01%	597
2017 Q2	$749K	Sell	39,358 -217	-0.5%	-$4.2K	0.01%	569
2017 Q1	$805K	Buy	39,575 +4,079	+11%	+$83.3K	0.01%	555
2016 Q4	$770K	Sell	35,496 -3,760	-10%	-$78K	0.01%	512
2016 Q3	$817K	Sell	39,256 -358	-0.9%	-$7.36K	0.02%	505
2016 Q2	$759K	Buy	39,614 +217	+0.6%	+$4.21K	0.02%	476
2016 Q1	$759K	Buy	39,397 +585	+2%	+$10.5K	0.02%	495
2015 Q4	$695K	Sell	38,812 -98	-0.3%	-$1.85K	0.02%	503
2015 Q3	$714K	Sell	38,910 -1,896	-5%	-$36.1K	0.02%	503
2015 Q2	$829K	Sell	40,806 -2,071	-5%	-$44.1K	0.03%	494
2015 Q1	$892K	Sell	42,877 -3,576	-8%	-$66.6K	0.03%	497
2014 Q4	$831K	Sell	46,453 -5,429	-10%	-$94.1K	0.03%	524
2014 Q3	$832K	Sell	51,882 -534	-1%	-$9.19K	0.03%	534
2014 Q2	$908K	Sell	52,416 -8,000	-13%	-$129K	0.03%	530
2014 Q1	$988K	Sell	60,416 -366	-0.6%	-$5.96K	0.03%	506
2013 Q4	$1.05M	Sell	60,782 -7,778	-11%	-$136K	0.03%	489
2013 Q3	$1.28M	Sell	68,560 -3,944	-5%	-$70.9K	0.04%	416
2013 Q2	$1.24M	Buy	+72,504	New	+$1.15M	0.03%	422

Other funds holding WU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's WU Position: Q1 2023 in Review

Sumitomo Mitsui DS Asset Management sold out of Western Union (WU) in Q1 2023, closing a stake of 34,833 shares — an estimated $480K sold.

Sumitomo Mitsui DS Asset Management first reported a position in WU in Q2 2013 and held it in 39 quarters. The position peaked at $1.7M in Q2 2021. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.

Sumitomo Mitsui DS Asset Management reported no remaining Western Union position as of Q1 2023 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 34,833 Western Union shares in Q1 2023, an estimated $480K.
Sumitomo Mitsui DS Asset Management first reported a position in Western Union in Q2 2013 and held it in 39 quarters.
Sumitomo Mitsui DS Asset Management's Western Union position peaked at $1.7M in Q2 2021.
475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2023, filed 2 May 2023.