Advisor Partners II’s Western Union WU Stock Holding History

Advisor Partners II’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 Q3	$281K	Buy	21,342 +4,869	+30%	+$59.7K	0.01%	994
2023 Q2	$193K	Buy	+16,473	New	+$190K	0.01%	1010
2023 Q1	–	Sell	-19,724	Closed	-$272K	–	1046
2022 Q4	$272K	Buy	+19,724	New	+$272K	0.02%	725

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Advisor Partners II's WU Position: Q3 2023 in Review

Advisor Partners II increased its Western Union (WU) stake by 30% in Q3 2023, buying an estimated $59.7K and bringing the position to 21,342 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #994.

Advisor Partners II first reported a position in WU in Q4 2022 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold WU as of Q3 2023.

Advisor Partners II held 21,342 shares of Western Union worth $281K as of Q3 2023.
Advisor Partners II bought 4,869 Western Union shares in Q3 2023, an estimated $59.7K.
Western Union made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #994 holding.
Advisor Partners II first reported a position in Western Union in Q4 2022 and has held it in 3 quarters since.
435 funds tracked by Wall St. Rank held Western Union as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.