CLARK ESTATES INC/NY WU — WESTERN UN CO COM

Ownership history in CLARK ESTATES INC/NY  ·  68 quarters on record

AI Ownership Summary

CLARK ESTATES INC/NY reported WESTERN UN CO COM (WU) in 68 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.61% in 2024 Q1. The latest visible filing shows WU at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARK ESTATES INC/NY's position in WESTERN UN CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WU was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WU stock page CLARK ESTATES INC/NY fund profile CLARK ESTATES INC/NY full holdings
How CLARK ESTATES INC/NY held WU — position size vs. price
% of Fund (quarterly)    WU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 246,000 — 0% 0.52% $2.1M 2026-05-11 $8.97
2025 Q4 ADDED — — — 246,000 +92,976 +60.8% 0.56% $2.3M 2026-02-12 $9.57
2025 Q3 UNCHANGED — — — 153,024 — 0% 0.28% $1.2M 2025-11-10 $8.45
2025 Q2 UNCHANGED — — — 153,024 — 0% 0.29% $1.3M 2025-08-11 $7.63
2025 Q1 REDUCED 27.6% -18.2% ✅ 153,024 -58,429 -27.6% 0.34% $1.6M 2025-05-08 $8.79
2024 Q4 REDUCED 10.8% +2.1% ❌ 211,453 -25,622 -10.8% 0.43% $2.2M 2025-02-06 $9.86
2024 Q3 REDUCED 7.4% -9.4% ✅ 237,075 -19,000 -7.4% 0.53% $2.8M 2024-11-13 $9.14
2024 Q2 REDUCED — — — 256,075 -7,525 -2.9% 0.59% $3.1M 2024-08-08 $9.80
2024 Q1 UNCHANGED — — — 263,600 — 0% 0.61% $3.7M 2024-05-07 $11.11
2023 Q4 UNCHANGED — — — 263,600 — 0% 0.53% $3.1M 2024-02-12 $10.24
58 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WU

As of 2026 Q1 — sorted by position size

Brickwood Asset Management LLP 23.17% Ranmore Fund Management Ltd 5.77% TSP Capital Management Group, LLC 3Y 7Y 2.33% Optimist Retirement Group LLC 1.08% Gilman Hill Asset Management, LLC 3Y 7Y 1.05% Waycross Investment Management Co 3Y 0.89% Range Financial Group LLC 3Y 0.59% Friedenthal Financial 3Y 7Y 0.54% WBI INVESTMENTS, LLC 3Y 7Y 0.4% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 0.4%

FAQ About CLARK ESTATES INC/NY and WU

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARK ESTATES INC/NY reported owning WU?

CLARK ESTATES INC/NY reported WU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WU position in CLARK ESTATES INC/NY's portfolio?

The largest reported portfolio weight for WU was 0.61% in 2024 Q1.

What is the latest reported WU position on this page?

The most recent filing on this page is 2026 Q1, when CLARK ESTATES INC/NY reported 246,000 shares, equal to 0.52% of portfolio, with an estimated market value of $2.1M.

What does the chart on this WU ownership page compare?

The chart compares CLARK ESTATES INC/NY's quarterly WU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CLARK ESTATES INC/NY time their WU position?

Based on 13F filing dates vs. subsequent WU price moves, CLARK ESTATES INC/NY correctly timed 16 out of 32 reported position changes (50%). The annualised alpha on WU relative to SPY over the holding period was -12.7%.

← Back to CLARK ESTATES INC/NY Holdings