Claris Advisors’s Western Union WU Stock Holding History

Claris 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
2024 Q4	–	Sell	-17	Closed	-$203	–	1182
2024 Q3	$203	Buy	+17	New	+$205	﹤0.01%	953

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claris Advisors's WU Position: Q4 2024 in Review

Claris Advisors sold out of Western Union (WU) in Q4 2024, closing a stake of 17 shares — an estimated $203 sold.

Claris Advisors first reported a position in WU in Q3 2024 and held it in 1 quarter. The position peaked at $203 in Q3 2024. 468 funds tracked by Wall St. Rank hold WU as of Q4 2024.

Claris Advisors reported no remaining Western Union position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 17 Western Union shares in Q4 2024, an estimated $203.
Claris Advisors first reported a position in Western Union in Q3 2024 and held it in 1 quarter.
Claris Advisors's Western Union position peaked at $203 in Q3 2024.
468 funds tracked by Wall St. Rank held Western Union as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.