USS Investment Management’s Western Union WU Stock Holding History

USS Investment 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 Q2	–	Sell	-172,100	Closed	-$1.92M	–	595
2023 Q1	$1.92M	Hold	172,100	–	–	0.03%	500
2022 Q4	$2.37M	Sell	172,100 -128,400	-43%	-$1.77M	0.03%	473
2022 Q3	$4.06M	Sell	300,500 -109,081	-27%	-$1.71M	0.06%	344
2022 Q2	$6.76M	Sell	409,581 -6,942	-2%	-$122K	0.07%	301
2022 Q1	$7.8M	Buy	416,523 +25,271	+6%	+$467K	0.06%	319
2021 Q4	$6.98M	Hold	391,252	–	–	0.05%	362
2021 Q3	$7.91M	Buy	391,252 +60,925	+18%	+$1.35M	0.07%	311
2021 Q2	$7.59M	Hold	330,327	–	–	0.06%	197
2021 Q1	$8.15M	Hold	330,327	–	–	0.07%	180
2020 Q4	$7.24M	Sell	330,327 -30,000	-8%	-$651K	0.07%	184
2020 Q3	$7.71M	Hold	360,327	–	–	0.07%	160
2020 Q2	$7.79M	Sell	360,327 -100,773	-22%	-$2.05M	0.08%	154
2020 Q1	$8.36M	Hold	461,100	–	–	0.11%	128
2019 Q4	$12.4M	Sell	461,100 -922,100	-67%	-$23.9M	0.12%	105
2019 Q3	$32.1M	Hold	1,383,200	–	–	0.33%	66
2019 Q2	$27.5M	Buy	+1,383,200	New	+$27M	0.28%	71

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

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

USS Investment Management's WU Position: Q2 2023 in Review

USS Investment Management sold out of Western Union (WU) in Q2 2023, closing a stake of 172,100 shares — an estimated $1.92M sold.

USS Investment Management first reported a position in WU in Q2 2019 and held it in 16 quarters. The position peaked at $32.1M in Q3 2019. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.

USS Investment Management reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
USS Investment Management sold 172,100 Western Union shares in Q2 2023, an estimated $1.92M.
USS Investment Management first reported a position in Western Union in Q2 2019 and held it in 16 quarters.
USS Investment Management's Western Union position peaked at $32.1M in Q3 2019.
463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.

Based on USS Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.