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Chicago Trust’s Western Union WU Stock Holding History

Chicago Trust’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 		$217K Sell
24,825
-3,446
-12% -$32.6K 0.03% 353
2025
Q4 		$263K Buy
28,271
+6,036
+27% +$53.3K 0.04% 341
2025
Q3 		$178K Buy
22,235
+12,235
+122% +$102K 0.02% 399
2025
Q2 		$84.2K Buy
+10,000
New +$95K 0.01% 402
2022
Q1 		– Sell
-16,975
Closed -$303K – 358
2021
Q4 		$303K Hold
16,975
– – 0.06% 269
2021
Q3 		$343K Hold
16,975
– – 0.08% 242
2021
Q2 		$390K Buy
+16,975
New +$423K 0.09% 210
2021
Q1 		– Sell
-16,975
Closed -$372K – 237
2020
Q4 		$372K Buy
+16,975
New +$368K 0.13% 156

Other funds holding WU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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