Addison Advisors’s Western Union WU Stock Holding History

Addison Advisors’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 Q1	–	Sell	-6	Closed	-$83	–	795
2022 Q4	$83	Hold	6	–	–	﹤0.01%	779
2022 Q3	$0	Hold	6	–	–	﹤0.01%	778
2022 Q2	$0	Hold	6	–	–	﹤0.01%	784
2022 Q1	$0	Hold	6	–	–	﹤0.01%	795
2021 Q4	$0	Buy	+6	New	+$111	﹤0.01%	723

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Addison Advisors's WU Position: Q1 2023 in Review

Addison Advisors sold out of Western Union (WU) in Q1 2023, closing a stake of 6 shares — an estimated $83 sold.

Addison Advisors first reported a position in WU in Q4 2021 and held it in 5 quarters. The position peaked at $83 in Q4 2022. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.

Addison Advisors reported no remaining Western Union position as of Q1 2023 after selling out during the quarter.
Addison Advisors sold 6 Western Union shares in Q1 2023, an estimated $83.
Addison Advisors first reported a position in Western Union in Q4 2021 and held it in 5 quarters.
Addison Advisors's Western Union position peaked at $83 in Q4 2022.
475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.

Based on Addison Advisors's 13F filing for Q1 2023, filed 9 May 2023.