Eagle Bay Advisors’s Western Union WU Stock Holding History

Eagle Bay Advisors’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 Q4	–	Sell	-1,139	Closed	-$15K	–	870
2023 Q3	$15K	Sell	1,139 -1,388	-55%	-$17K	0.01%	552
2023 Q2	$29.6K	Buy	+2,527	New	+$29.1K	0.02%	472
2022 Q1	–	Sell	-20	Closed	–	–	988
2021 Q4	$0	Sell	20 -20	-50%	-$369	﹤0.01%	1313
2021 Q3	$0	Buy	+40	New	+$884	﹤0.01%	1177

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

JAM

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Eagle Bay Advisors's WU Position: Q4 2023 in Review

Eagle Bay Advisors sold out of Western Union (WU) in Q4 2023, closing a stake of 1,139 shares — an estimated $15K sold.

Eagle Bay Advisors first reported a position in WU in Q3 2021 and held it in 4 quarters. The position peaked at $29.6K in Q2 2023. 463 funds tracked by Wall St. Rank hold WU as of Q4 2023.

Eagle Bay Advisors reported no remaining Western Union position as of Q4 2023 after selling out during the quarter.
Eagle Bay Advisors sold 1,139 Western Union shares in Q4 2023, an estimated $15K.
Eagle Bay Advisors first reported a position in Western Union in Q3 2021 and held it in 4 quarters.
Eagle Bay Advisors's Western Union position peaked at $29.6K in Q2 2023.
463 funds tracked by Wall St. Rank held Western Union as of Q4 2023.

Based on Eagle Bay Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.