Buckingham Strategic Wealth’s Western Union WU Stock Holding History

Buckingham Strategic Wealth’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 Q2	$179K	Buy	14,628 +3,615	+33%	+$47K	﹤0.01%	718
2024 Q1	$154K	Buy	+11,013	New	+$142K	﹤0.01%	720
2015 Q2	–	Sell	-12,126	Closed	-$252K	–	241
2015 Q1	$252K	Hold	12,126	–	–	0.09%	171
2014 Q4	$217K	Hold	12,126	–	–	0.08%	186
2014 Q3	$195K	Sell	12,126 -600	-5%	-$10.3K	0.08%	171
2014 Q2	$221K	Hold	12,726	–	–	0.1%	155
2014 Q1	$208K	Hold	12,726	–	–	0.1%	139
2013 Q4	$220K	Sell	12,726 -118	-0.9%	-$2.07K	0.1%	138
2013 Q3	$240K	Hold	12,844	–	–	0.13%	108
2013 Q2	$220K	Buy	+12,844	New	+$204K	0.12%	109

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

Buckingham Strategic Wealth's WU Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Western Union (WU) stake by 33% in Q2 2024, buying an estimated $47K and bringing the position to 14,628 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Buckingham Strategic Wealth first reported a position in WU in Q2 2013 and has held it in 10 quarters since. The position peaked at $252K in Q1 2015. 442 funds tracked by Wall St. Rank hold WU as of Q2 2024.

Buckingham Strategic Wealth held 14,628 shares of Western Union worth $179K as of Q2 2024.
Buckingham Strategic Wealth bought 3,615 Western Union shares in Q2 2024, an estimated $47K.
Western Union made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #718 holding.
Buckingham Strategic Wealth first reported a position in Western Union in Q2 2013 and has held it in 10 quarters since.
Buckingham Strategic Wealth's Western Union position peaked at $252K in Q1 2015.
442 funds tracked by Wall St. Rank held Western Union as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.