EdgeRock Capital’s Western Union WU Stock Holding History

EdgeRock Capital’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
2022 Q4	–	Sell	-288	Closed	-$4K	–	401
2022 Q3	$4K	Buy	+288	New	+$4.51K	﹤0.01%	276

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JAM

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

EdgeRock Capital's WU Position: Q4 2022 in Review

EdgeRock Capital sold out of Western Union (WU) in Q4 2022, closing a stake of 288 shares — an estimated $4K sold.

EdgeRock Capital first reported a position in WU in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 505 funds tracked by Wall St. Rank hold WU as of Q4 2022.

EdgeRock Capital reported no remaining Western Union position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 288 Western Union shares in Q4 2022, an estimated $4K.
EdgeRock Capital first reported a position in Western Union in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Western Union position peaked at $4K in Q3 2022.
505 funds tracked by Wall St. Rank held Western Union as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.