BIC
WU icon

Beach Investment Counsel’s Western Union WU Stock Holding History

Beach Investment Counsel’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
Q4 		– Sell
-1,200
Closed -$14K – 215
2024
Q3 		$14K Hold
1,200
– – ﹤0.01% 198
2024
Q2 		$15K Buy
+1,200
New +$15.6K ﹤0.01% 210

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beach Investment Counsel's WU Position: Q4 2024 in Review

Beach Investment Counsel sold out of Western Union (WU) in Q4 2024, closing a stake of 1,200 shares — an estimated $14K sold.

Beach Investment Counsel first reported a position in WU in Q2 2024 and held it in 2 quarters. The position peaked at $15K in Q2 2024. 468 funds tracked by Wall St. Rank hold WU as of Q4 2024.

  • Beach Investment Counsel reported no remaining Western Union position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 1,200 Western Union shares in Q4 2024, an estimated $14K.
  • Beach Investment Counsel first reported a position in Western Union in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's Western Union position peaked at $15K in Q2 2024.
  • 468 funds tracked by Wall St. Rank held Western Union as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.