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TCW Group’s Western Union WU Stock Holding History

TCW Group’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
-17,694
Closed -$239K – 324
2022
Q3 		$239K Hold
17,694
– – ﹤0.01% 293
2022
Q2 		$291K Buy
+17,694
New +$312K ﹤0.01% 298
2021
Q2 		– Sell
-24,480
Closed -$604K – 364
2021
Q1 		$604K Hold
24,480
– – 0.01% 312
2020
Q4 		$537K Hold
24,480
– – ﹤0.01% 311
2020
Q3 		$525K Hold
24,480
– – 0.01% 296
2020
Q2 		$529K Buy
+24,480
New +$497K 0.01% 270
2017
Q1 		– Sell
-35,750
Closed -$776K – 622
2016
Q4 		$776K Sell
35,750
-300
-0.8% -$6.23K 0.01% 544
2016
Q3 		$751K Buy
36,050
+50
+0.1% +$1.03K 0.01% 547
2016
Q2 		$690K Buy
36,000
+900
+3% +$17.5K 0.01% 565
2016
Q1 		$677K Buy
35,100
+100
+0.3% +$1.8K 0.01% 577
2015
Q4 		$627K Hold
35,000
– – ﹤0.01% 606
2015
Q3 		$643K Buy
35,000
+50
+0.1% +$952 ﹤0.01% 611
2015
Q2 		$711K Sell
34,950
-111,950
-76% -$2.38M ﹤0.01% 578
2015
Q1 		$3.06M Buy
146,900
+600
+0.4% +$11.2K 0.01% 509
2014
Q4 		$2.62M Sell
146,300
-113,200
-44% -$1.96M 0.01% 567
2014
Q3 		$4.16M Sell
259,500
-10,450
-4% -$180K 0.02% 534
2014
Q2 		$4.68M Sell
269,950
-2,350
-0.9% -$38K 0.02% 514
2014
Q1 		$4.46M Sell
272,300
-800
-0.3% -$13K 0.02% 508
2013
Q4 		$4.71M Buy
273,100
+600
+0.2% +$10.5K 0.02% 505
2013
Q3 		$5.08M Sell
272,500
-700
-0.3% -$12.6K 0.02% 488
2013
Q2 		$4.67M Buy
+273,200
New +$4.33M 0.02% 484

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCW Group's WU Position: Q4 2022 in Review

TCW Group sold out of Western Union (WU) in Q4 2022, closing a stake of 17,694 shares — an estimated $239K sold.

TCW Group first reported a position in WU in Q2 2013 and held it in 21 quarters. The position peaked at $5.08M in Q3 2013. 505 funds tracked by Wall St. Rank hold WU as of Q4 2022.

  • TCW Group reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
  • TCW Group sold 17,694 Western Union shares in Q4 2022, an estimated $239K.
  • TCW Group first reported a position in Western Union in Q2 2013 and held it in 21 quarters.
  • TCW Group's Western Union position peaked at $5.08M in Q3 2013.
  • 505 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on TCW Group's 13F filing for Q4 2022, filed 14 Feb 2023.