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Diligent Investors’s Western Union WU Stock Holding History

Diligent Investors’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
Q3 		– Sell
-10,500
Closed -$128K – 360
2024
Q2 		$128K Sell
10,500
-700
-6% -$9.1K 0.03% 327
2024
Q1 		$157K Sell
11,200
-900
-7% -$11.6K 0.04% 317
2023
Q4 		$144K Sell
12,100
-1,103
-8% -$13.5K 0.04% 307
2023
Q3 		$174K Sell
13,203
-1,400
-10% -$17.2K 0.05% 280
2023
Q2 		$171K Sell
14,603
-500
-3% -$5.76K 0.05% 274
2023
Q1 		$168K Sell
15,103
-1,100
-7% -$14.3K 0.05% 272
2022
Q4 		$223K Buy
16,203
+600
+4% +$8.28K 0.07% 246
2022
Q3 		$211K Sell
15,603
-398
-2% -$6.24K 0.08% 230
2022
Q2 		$264K Buy
16,001
+1
+0% +$18 0.09% 204
2022
Q1 		$300K Sell
16,000
-1,000
-6% -$18.5K 0.09% 206
2021
Q4 		$303K Sell
17,000
-15,500
-48% -$286K 0.08% 202
2021
Q3 		$747K Hold
32,500
– – 0.25% 94
2021
Q2 		$747K Sell
32,500
-100
-0.3% -$2.49K 0.25% 94
2021
Q1 		$804K Sell
32,600
-1,100
-3% -$25.9K 0.29% 86
2020
Q4 		$739K Sell
33,700
-300
-0.9% -$6.51K 0.3% 83
2020
Q3 		$729K Sell
34,000
-550
-2% -$12.5K 0.33% 73
2020
Q2 		$747K Sell
34,550
-400
-1% -$8.12K 0.37% 66
2020
Q1 		$634K Sell
34,950
-6,700
-16% -$164K 0.38% 67
2019
Q4 		$1.11M Sell
41,650
-400
-1% -$10.4K 0.5% 44
2019
Q3 		$974K Sell
42,050
-1,342
-3% -$29K 0.48% 51
2019
Q2 		$863K Sell
43,392
-891
-2% -$17.4K 0.43% 66
2019
Q1 		$818K Sell
44,283
-1,097
-2% -$19.7K 0.47% 65
2018
Q4 		$774K Buy
45,380
+6,060
+15% +$110K 0.51% 60
2018
Q3 		$749K Sell
39,320
-290
-0.7% -$5.63K 0.41% 72
2018
Q2 		$805K Sell
39,610
-890
-2% -$17.7K 0.49% 58
2018
Q1 		$779K Sell
40,500
-1,000
-2% -$20.1K 0.47% 68
2017
Q4 		$789K Buy
+41,500
New +$814K 0.5% 61

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Diligent Investors's WU Position: Q3 2024 in Review

Diligent Investors sold out of Western Union (WU) in Q3 2024, closing a stake of 10,500 shares — an estimated $128K sold.

Diligent Investors first reported a position in WU in Q4 2017 and held it in 27 quarters. The position peaked at $1.11M in Q4 2019. 453 funds tracked by Wall St. Rank hold WU as of Q3 2024.

  • Diligent Investors reported no remaining Western Union position as of Q3 2024 after selling out during the quarter.
  • Diligent Investors sold 10,500 Western Union shares in Q3 2024, an estimated $128K.
  • Diligent Investors first reported a position in Western Union in Q4 2017 and held it in 27 quarters.
  • Diligent Investors's Western Union position peaked at $1.11M in Q4 2019.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2024.

Based on Diligent Investors's 13F filing for Q3 2024, filed 1 Nov 2024.