Tortoise Index Solutions’s Western Union WU Stock Holding History

Tortoise Index Solutions’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	-13,285	Closed	-$179K	–	77
2022 Q3	$179K	Sell	13,285 -2,016	-13%	-$31.6K	0.03%	77
2022 Q2	$252K	Buy	15,301 +377	+3%	+$6.65K	0.05%	81
2022 Q1	$280K	Buy	14,924 +1,030	+7%	+$19.1K	0.05%	83
2021 Q4	$248K	Buy	13,894 +540	+4%	+$9.96K	0.05%	83
2021 Q3	$270K	Sell	13,354 -1,619	-11%	-$35.8K	0.06%	83
2021 Q2	$344K	Sell	14,973 -736	-5%	-$18.3K	0.07%	73
2021 Q1	$387K	Buy	15,709 +5,374	+52%	+$127K	0.09%	69
2020 Q4	$227K	Sell	10,335 -14	-0.1%	-$304	0.06%	80
2020 Q3	$222K	Buy	10,349 +717	+7%	+$16.3K	0.09%	70
2020 Q2	$208K	Sell	9,632 -5,916	-38%	-$120K	0.07%	67
2020 Q1	$282K	Buy	15,548 +219	+1%	+$5.37K	0.12%	59
2019 Q4	$411K	Buy	15,329 +4,385	+40%	+$114K	0.09%	61
2019 Q3	$254K	Buy	10,944 +4,479	+69%	+$96.7K	0.08%	66
2019 Q2	$129K	Buy	6,465 +38	+0.6%	+$741	0.04%	78
2019 Q1	$119K	Buy	+6,427	New	+$116K	0.04%	87

Other funds holding WU

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Tortoise Index Solutions's WU Position: Q4 2022 in Review

Tortoise Index Solutions sold out of Western Union (WU) in Q4 2022, closing a stake of 13,285 shares — an estimated $179K sold.

Tortoise Index Solutions first reported a position in WU in Q1 2019 and held it in 15 quarters. The position peaked at $411K in Q4 2019. 505 funds tracked by Wall St. Rank hold WU as of Q4 2022.

Tortoise Index Solutions reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
Tortoise Index Solutions sold 13,285 Western Union shares in Q4 2022, an estimated $179K.
Tortoise Index Solutions first reported a position in Western Union in Q1 2019 and held it in 15 quarters.
Tortoise Index Solutions's Western Union position peaked at $411K in Q4 2019.
505 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on Tortoise Index Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.