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Convergence Investment Partners’s Western Union WU Stock Holding History

Convergence Investment 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
Q2 		– Sell
-93,138
Closed -$985K – 291
2025
Q1 		$985K Buy
+93,138
New +$987K 0.27% 127
2018
Q2 		– Sell
-1,082
Closed -$21K – 918
2018
Q1 		$21K Buy
+1,082
New +$21.7K ﹤0.01% 589
2017
Q2 		– Sell
-81,687
Closed -$1.66M – 409
2017
Q1 		$1.66M Sell
81,687
-71,138
-47% -$1.45M 0.23% 163
2016
Q4 		$3.32M Sell
152,825
-16,421
-10% -$341K 0.46% 69
2016
Q3 		$3.52M Sell
169,246
-31,948
-16% -$656K 0.52% 51
2016
Q2 		$3.86M Sell
201,194
-32,900
-14% -$639K 0.53% 56
2016
Q1 		$4.52M Sell
234,094
-23,914
-9% -$430K 0.54% 52
2015
Q4 		$4.62M Buy
258,008
+80,764
+46% +$1.52M 0.52% 56
2015
Q3 		$3.25M Sell
177,244
-73,935
-29% -$1.41M 0.37% 94
2015
Q2 		$5.11M Buy
251,179
+117,397
+88% +$2.5M 0.5% 53
2015
Q1 		$2.78M Buy
133,782
+74,596
+126% +$1.39M 0.39% 83
2014
Q4 		$1.06M Buy
+59,186
New +$1.03M 0.14% 240
2014
Q2 		– Sell
-43,078
Closed -$705K – 430
2014
Q1 		$705K Sell
43,078
-18,711
-30% -$305K 0.11% 258
2013
Q4 		$1.07M Sell
61,789
-915
-1% -$16K 0.17% 165
2013
Q3 		$1.17M Buy
62,704
+4,567
+8% +$82.1K 0.25% 135
2013
Q2 		$995K Buy
+58,137
New +$921K 0.26% 126

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Convergence Investment Partners's WU Position: Q2 2025 in Review

Convergence Investment Partners sold out of Western Union (WU) in Q2 2025, closing a stake of 93,138 shares — an estimated $985K sold.

Convergence Investment Partners first reported a position in WU in Q2 2013 and held it in 16 quarters. The position peaked at $5.11M in Q2 2015. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • Convergence Investment Partners reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 93,138 Western Union shares in Q2 2025, an estimated $985K.
  • Convergence Investment Partners first reported a position in Western Union in Q2 2013 and held it in 16 quarters.
  • Convergence Investment Partners's Western Union position peaked at $5.11M in Q2 2015.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Convergence Investment Partners's 13F filing for Q2 2025, filed 1 Aug 2025.