Jeremy Grantham’s WU Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q4 2020
+594,100 Shares
Current Position
327,340 Shares
$2.62 M Value

Jeremy Grantham's WU Position Overview

Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 327,340 shares of The Western Union Company (WU) worth $2.62 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in WU, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2020, adding 594,100 shares. Largest reduction occurred in Q1 2023, reducing 1.62 M shares.

Analysis based on 13F filings available since 2013 Q2

Jeremy Grantham's The Western Union Company (WU) Holding Value Over Time

Track share changes against reported price movement

Quarterly The Western Union Company (WU) Trades by Jeremy Grantham

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +350,401 Add 0.00% 350,400 $17.11
Q3 2013 -16,675 Reduce 4.76% 333,725 $18.66
Q4 2013 +70,128 Add 21.01% 403,853 $17.25
Q1 2014 -39,653 Reduce 9.82% 364,200 $16.36
Q2 2014 -364,200 Sold Out 364,200 $0.00
Q1 2016 +11,200 New Buy 11,200 $19.29
Q2 2016 +53,900 Add 481.25% 65,100 $19.19
Q3 2016 -65,100 Sold Out 65,100 $0.00
Q1 2017 +69,328 New Buy 69,328 $20.35
Q2 2017 -57,828 Reduce 83.41% 11,500 $19.04
Q1 2018 -11,500 Sold Out 11,500 $0.00
Q2 2019 +13,700 New Buy 13,700 $19.85
Q3 2019 +55,556 Add 405.52% 69,256 $23.17
Q4 2019 -69,256 Sold Out 69,256 $0.00
Q2 2020 +25,400 New Buy 25,400 $21.61
Q3 2020 +3,700 Add 14.57% 29,100 $21.44
Q4 2020 +594,100 Add 2041.58% 623,200 $21.94
Q1 2021 +216,800 Add 34.79% 840,000 $24.66
Q2 2021 +147,606 Add 17.57% 987,606 $22.97
Q3 2021 +253,494 Add 25.67% 1.24 M $20.22
Q4 2021 +91,100 Add 7.34% 1.33 M $17.84
Q1 2022 +167,500 Add 12.57% 1.5 M $18.74
Q2 2022 +96,800 Add 6.45% 1.6 M $16.47
Q3 2022 +170,200 Add 10.66% 1.77 M $13.50
Q4 2022 +244,138 Add 13.82% 2.01 M $13.77
Q1 2023 -1.62 M Reduce 80.80% 386,138 $11.15
Q2 2023 -6,968 Reduce 1.80% 379,170 $11.73
Q3 2023 -150,472 Reduce 39.68% 228,698 $13.18
Q4 2023 -5,448 Reduce 2.38% 223,250 $11.92
Q1 2024 +167,437 Add 75.00% 390,687 $13.98
Q2 2024 +117,930 Add 30.19% 508,617 $12.22
Q3 2024 -47,584 Reduce 9.36% 461,033 $11.93
Q4 2024 +122,752 Add 26.63% 583,785 $10.60
Q1 2025 +72,215 Add 12.37% 656,000 $10.58
Q2 2025 -315,384 Reduce 48.08% 340,616 $8.42
Q3 2025 -13,276 Reduce 3.90% 327,340 $7.99

Jeremy Grantham's The Western Union Company Investment FAQs

Jeremy Grantham first purchased The Western Union Company (WU) in Q2 2013, acquiring 350,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham has held The Western Union Company (WU) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham's largest addition to The Western Union Company (WU) was in Q4 2020, adding 623,200 shares worth $13.67 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 327,340 shares of The Western Union Company (WU), valued at approximately $2.62 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, The Western Union Company (WU) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham's peak holding in The Western Union Company (WU) was 2,010,838 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.