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Annis Gardner Whiting Capital Advisors’s Western Union WU Stock Holding History

Annis Gardner Whiting Capital 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
2026
Q1 		$79.3K Buy
+9,080
New +$86K 0.01% 490
2025
Q4 		– Sell
-9,080
Closed -$72.5K – 1362
2025
Q3 		$72.5K Hold
9,080
– – 0.02% 438
2025
Q2 		$76.5K Hold
9,080
– – 0.03% 346
2025
Q1 		$96.1K Buy
+9,080
New +$96.2K 0.04% 278
2024
Q4 		– Sell
-7,185
Closed -$85.7K – 815
2024
Q3 		$85.7K Hold
7,185
– – 0.02% 308
2024
Q2 		$87.8K Hold
7,185
– – 0.03% 327
2024
Q1 		$100K Buy
7,185
+905
+14% +$11.7K 0.04% 281
2023
Q4 		$74.9K Hold
6,280
– – 0.03% 257
2023
Q3 		$82.8K Buy
+6,280
New +$77K 0.04% 234

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VPM
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Capital Research Global Investors
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VCM
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State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return