WU β€” WESTERN UN CO

Ownership history in MATHER GROUP, LLC.  Β·  8 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in WESTERN UN CO (WU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

MATHER GROUP, LLC. Γ— WU AI Analytics

πŸ“‰ MATHER GROUP, LLC. underperformed the S&P 500 by –35.5% annually on this WU position. Timing score: 43% (3/7 decisions correct). Average cost basis: $8.57. Maximum drawdown during holding period: –34.3%.

πŸ“ˆ Position Alpha vs SPY
-35.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 35.5% ann.
7 quarters analyzed

⏱️ Timing Score
43%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct

πŸ’° Entry Quality
$8.57
-11.3% vs current ($7.60)

Best entry: $8.55 (2023 Q1)  Β·  Worst: $10.31 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–34.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
43%
buy-side decisions

3 adds Β· 4 trims. Bought during 1 of 4 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    WU price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,436 β€” 0% 0.00% $19K $7.60
2025 Q1 ADDED 2,436 +47 +2.0% 0.00% $26K $9.52
2024 Q4 REDUCED 2,389 -50 -2.1% 0.00% $25K $9.32
2024 Q3 REDUCED 2,439 -5,081 -67.6% 0.00% $29K $10.26
2024 Q2 ADDED 7,520 +157 +2.1% 0.00% $105K $10.31
2024 Q1 REDUCED 7,363 -4,033 -35.4% 0.00% $88K $11.57
2023 Q3 REDUCED 11,396 -1,777 -13.5% 0.00% $150K $10.51
2023 Q1 INITIATED 13,173 β€” β€” 0.00% $147K $8.55

🏒 Other funds also holding WU

As of 2025 Q4 β€” sorted by position size

Semanteon Capital Management, LP 13.39% Discerene Group LP 3Y 5.12% CONTINENTAL ADVISORS LLC 3Y 7Y 4.3% Fourth Sail Capital LP 3.87% Meridiem Capital Partners LP 1.9% CONTINENTAL ADVISORS LLC 3Y 7Y 1.85% Gilman Hill Asset Management, LLC 3Y 7Y 1.07% J. Goldman & Co LP 3Y 7Y 0.97% Waycross Investment Management Co 3Y 0.88% PARK CIRCLE Co 3Y 7Y 0.83%
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