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.