Duality Advisers’s Western Union WU Stock Holding History

Duality Advisers’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
2023 Q2	–	Sell	-13,020	Closed	-$145K	–	765
2023 Q1	$145K	Buy	+13,020	New	+$169K	0.02%	524
2022 Q1	–	Sell	-165,945	Closed	-$2.96M	–	854
2021 Q4	$2.96M	Sell	165,945 -78,698	-32%	-$1.45M	0.32%	105
2021 Q3	$4.95M	Buy	244,643 +76,126	+45%	+$1.68M	0.38%	80
2021 Q2	$3.87M	Buy	+168,517	New	+$4.2M	0.34%	86
2021 Q1	–	Sell	-16,291	Closed	-$357K	–	719
2020 Q4	$357K	Sell	16,291 -109,179	-87%	-$2.37M	0.03%	483
2020 Q3	$2.69M	Buy	125,470 +109,812	+701%	+$2.49M	0.17%	167
2020 Q2	$339K	Buy	+15,658	New	+$318K	0.03%	334
2019 Q4	–	Sell	-48,140	Closed	-$1.11M	–	447
2019 Q3	$1.11M	Buy	+48,140	New	+$1.04M	0.06%	242

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Duality Advisers's WU Position: Q2 2023 in Review

Duality Advisers sold out of Western Union (WU) in Q2 2023, closing a stake of 13,020 shares — an estimated $145K sold.

Duality Advisers first reported a position in WU in Q3 2019 and held it in 8 quarters. The position peaked at $4.95M in Q3 2021. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.

Duality Advisers reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
Duality Advisers sold 13,020 Western Union shares in Q2 2023, an estimated $145K.
Duality Advisers first reported a position in Western Union in Q3 2019 and held it in 8 quarters.
Duality Advisers's Western Union position peaked at $4.95M in Q3 2021.
463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.

Based on Duality Advisers's 13F filing for Q2 2023, filed 31 Jul 2023.