Clifford Capital Partners’s Western Union WU Stock Holding History

Clifford Capital Partners’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
2025 Q1	–	Sell	-41,611	Closed	-$441K	–	53
2024 Q4	$441K	Sell	41,611 -19,363	-32%	-$215K	0.09%	36
2024 Q3	$727K	Buy	60,974 +2,845	+5%	+$34.3K	0.14%	33
2024 Q2	$710K	Buy	58,129 +2,711	+5%	+$35.2K	0.15%	33
2024 Q1	$775K	Buy	55,418 +1,874	+3%	+$24.1K	0.2%	32
2023 Q4	$638K	Sell	53,544 -3,908	-7%	-$47.7K	0.16%	36
2023 Q3	$757K	Sell	57,452 -10,394	-15%	-$127K	0.22%	32
2023 Q2	$796K	Sell	67,846 -1,540	-2%	-$17.7K	0.23%	44
2023 Q1	$774K	Buy	69,386 +40,300	+139%	+$525K	0.24%	38
2022 Q4	$401K	Buy	+29,086	New	+$402K	0.12%	38

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clifford Capital Partners's WU Position: Q1 2025 in Review

Clifford Capital Partners sold out of Western Union (WU) in Q1 2025, closing a stake of 41,611 shares — an estimated $441K sold.

Clifford Capital Partners first reported a position in WU in Q4 2022 and held it in 9 quarters. The position peaked at $796K in Q2 2023. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

Clifford Capital Partners reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
Clifford Capital Partners sold 41,611 Western Union shares in Q1 2025, an estimated $441K.
Clifford Capital Partners first reported a position in Western Union in Q4 2022 and held it in 9 quarters.
Clifford Capital Partners's Western Union position peaked at $796K in Q2 2023.
465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Clifford Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.