T
WU icon

TOBAM’s Western Union WU Stock Holding History

TOBAM’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
-206,139
Closed -$2.78M – 449
2022
Q3 		$2.78M Sell
206,139
-37,672
-15% -$590K 0.19% 86
2022
Q2 		$4.02M Sell
243,811
-185,880
-43% -$3.28M 0.25% 76
2022
Q1 		$8.05M Buy
+429,691
New +$7.95M 0.41% 69
2021
Q4 		– Sell
-957
Closed -$19K – 450
2021
Q3 		$19K Hold
957
– – ﹤0.01% 428
2021
Q2 		$22K Hold
957
– – ﹤0.01% 426
2021
Q1 		$24K Hold
957
– – ﹤0.01% 421
2020
Q4 		$21K Sell
957
-1,048
-52% -$22.7K ﹤0.01% 423
2020
Q3 		$43K Buy
+2,005
New +$45.5K ﹤0.01% 312
2014
Q1 		– Sell
-1,500,875
Closed -$25.9M – 91
2013
Q4 		$25.9M Sell
1,500,875
-1,397,985
-48% -$24.5M 1.33% 34
2013
Q3 		$54.1M Buy
2,898,860
+251,276
+9% +$4.51M 3.03% 9
2013
Q2 		$45.3M Buy
+2,647,584
New +$41.9M 2.98% 8

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TOBAM's WU Position: Q4 2022 in Review

TOBAM sold out of Western Union (WU) in Q4 2022, closing a stake of 206,139 shares — an estimated $2.78M sold.

TOBAM first reported a position in WU in Q2 2013 and held it in 11 quarters. The position peaked at $54.1M in Q3 2013. 504 funds tracked by Wall St. Rank hold WU as of Q4 2022.

  • TOBAM reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
  • TOBAM sold 206,139 Western Union shares in Q4 2022, an estimated $2.78M.
  • TOBAM first reported a position in Western Union in Q2 2013 and held it in 11 quarters.
  • TOBAM's Western Union position peaked at $54.1M in Q3 2013.
  • 504 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on TOBAM's 13F filing for Q4 2022, filed 2 Feb 2023.