B. Metzler seel. Sohn & Co’s Western Union WU Stock Holding History

B. Metzler seel. Sohn & Co’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
2024 Q1	–	Sell	-11,300	Closed	-$135K	–	782
2023 Q4	$135K	Hold	11,300	–	–	﹤0.01%	748
2023 Q3	$149K	Sell	11,300 -38,179	-77%	-$468K	﹤0.01%	719
2023 Q2	$580K	Buy	49,479 +22,334	+82%	+$257K	0.01%	566
2023 Q1	$303K	Sell	27,145 -6,975	-20%	-$90.8K	﹤0.01%	629
2022 Q4	$470K	Sell	34,120 -5,117	-13%	-$70.7K	0.01%	567
2022 Q3	$530K	Hold	39,237	–	–	0.01%	534
2022 Q2	$646K	Sell	39,237 -8,055	-17%	-$142K	0.01%	515
2022 Q1	$886K	Hold	47,292	–	–	0.01%	496
2021 Q4	$853K	Sell	47,292 -17,210	-27%	-$317K	0.01%	467
2021 Q3	$1.3M	Hold	64,502	–	–	0.02%	388
2021 Q2	$1.48M	Buy	64,502 +2,217	+4%	+$55.2K	0.02%	354
2021 Q1	$1.54M	Buy	62,285 +23,900	+62%	+$563K	0.03%	347
2020 Q4	$836K	Buy	+38,385	New	+$833K	0.02%	433

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

B. Metzler seel. Sohn & Co's WU Position: Q1 2024 in Review

B. Metzler seel. Sohn & Co sold out of Western Union (WU) in Q1 2024, closing a stake of 11,300 shares — an estimated $135K sold.

B. Metzler seel. Sohn & Co first reported a position in WU in Q4 2020 and held it in 13 quarters. The position peaked at $1.54M in Q1 2021. 456 funds tracked by Wall St. Rank hold WU as of Q1 2024.

B. Metzler seel. Sohn & Co reported no remaining Western Union position as of Q1 2024 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 11,300 Western Union shares in Q1 2024, an estimated $135K.
B. Metzler seel. Sohn & Co first reported a position in Western Union in Q4 2020 and held it in 13 quarters.
B. Metzler seel. Sohn & Co's Western Union position peaked at $1.54M in Q1 2021.
456 funds tracked by Wall St. Rank held Western Union as of Q1 2024.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2024, filed 15 May 2024.