Woodmont Investment Counsel’s Western Union WU Stock Holding History

Woodmont Investment Counsel’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 Q3	–	Sell	-10,218	Closed	-$120K	–	244
2023 Q2	$120K	Buy	+10,218	New	+$118K	0.01%	235
2016 Q4	–	Sell	-733	Closed	-$15K	–	624
2016 Q3	$15K	Buy	+733	New	+$15.1K	﹤0.01%	418
2016 Q2	–	Sell	-700	Closed	-$14K	–	457
2016 Q1	$14K	Hold	700	–	–	﹤0.01%	385
2015 Q4	$13K	Hold	700	–	–	﹤0.01%	403
2015 Q3	$13K	Hold	700	–	–	﹤0.01%	409
2015 Q2	$14K	Buy	+700	New	+$14.9K	﹤0.01%	399

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

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

Millennium Management New York $240B AUM 35.51% 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

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

Woodmont Investment Counsel's WU Position: Q3 2023 in Review

Woodmont Investment Counsel sold out of Western Union (WU) in Q3 2023, closing a stake of 10,218 shares — an estimated $120K sold.

Woodmont Investment Counsel first reported a position in WU in Q2 2015 and held it in 6 quarters. The position peaked at $120K in Q2 2023. 435 funds tracked by Wall St. Rank hold WU as of Q3 2023.

Woodmont Investment Counsel reported no remaining Western Union position as of Q3 2023 after selling out during the quarter.
Woodmont Investment Counsel sold 10,218 Western Union shares in Q3 2023, an estimated $120K.
Woodmont Investment Counsel first reported a position in Western Union in Q2 2015 and held it in 6 quarters.
Woodmont Investment Counsel's Western Union position peaked at $120K in Q2 2023.
435 funds tracked by Wall St. Rank held Western Union as of Q3 2023.

Based on Woodmont Investment Counsel's 13F filing for Q3 2023, filed 24 Oct 2023.