E.S. Barr & Co’s Western Union WU Stock Holding History

E.S. Barr & Co’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
2026 Q1	–	Sell	-49,795	Closed	-$464K	–	136
2025 Q4	$464K	Buy	+49,795	New	+$440K	0.02%	87
2016 Q2	–	Sell	-10,000	Closed	-$193K	–	86
2016 Q1	$193K	Hold	10,000	–	–	0.02%	83
2015 Q4	$179K	Sell	10,000 -1,000	-9%	-$18.9K	0.02%	86
2015 Q3	$202K	Hold	11,000	–	–	0.03%	81
2015 Q2	$224K	Sell	11,000 -2,500	-19%	-$53.2K	0.03%	81
2015 Q1	$281K	Sell	13,500 -1,500	-10%	-$27.9K	0.03%	71
2014 Q4	$269K	Sell	15,000 -3,650	-20%	-$63.3K	0.03%	74
2014 Q3	$299K	Sell	18,650 -1,050	-5%	-$18.1K	0.04%	74
2014 Q2	$342K	Sell	19,700 -800	-4%	-$12.9K	0.04%	69
2014 Q1	$335K	Sell	20,500 -2,000	-9%	-$32.6K	0.04%	66
2013 Q4	$388K	Hold	22,500	–	–	0.05%	65
2013 Q3	$420K	Sell	22,500 -3,000	-12%	-$53.9K	0.06%	59
2013 Q2	$436K	Buy	+25,500	New	+$404K	0.06%	60

Other funds holding WU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group

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

Capital Research Global Investors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return