Equitable Holdings’s Western Union WU Stock Holding History

Equitable Holdings’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 Q4	–	Sell	-22,826	Closed	-$272K	–	1342
2024 Q3	$272K	Buy	22,826 +3,515	+18%	+$42.4K	﹤0.01%	1074
2024 Q2	$236K	Buy	19,311 +6	+0%	+$78	﹤0.01%	1081
2024 Q1	$270K	Hold	19,305	–	–	﹤0.01%	985
2023 Q4	$230K	Buy	19,305 +7,514	+64%	+$91.7K	﹤0.01%	1027
2023 Q3	$155K	Sell	11,791 -27	-0.2%	-$331	﹤0.01%	1023
2023 Q2	$139K	Buy	11,818 +984	+9%	+$11.3K	﹤0.01%	1005
2023 Q1	$121K	Buy	10,834 +834	+8%	+$10.9K	﹤0.01%	953
2022 Q4	$138K	Hold	10,000	–	–	﹤0.01%	878
2022 Q3	$135K	Hold	10,000	–	–	﹤0.01%	839
2022 Q2	$165K	Hold	10,000	–	–	﹤0.01%	824
2022 Q1	$187K	Hold	10,000	–	–	﹤0.01%	844
2021 Q4	$178K	Hold	10,000	–	–	﹤0.01%	831
2021 Q3	$202K	Hold	10,000	–	–	﹤0.01%	805
2021 Q2	$230K	Hold	10,000	–	–	﹤0.01%	744
2021 Q1	$247K	Hold	10,000	–	–	0.01%	667
2020 Q4	$219K	Hold	10,000	–	–	0.01%	636
2020 Q3	$214K	Hold	10,000	–	–	0.01%	581
2020 Q2	$216K	Hold	10,000	–	–	0.01%	578
2020 Q1	$181K	Hold	10,000	–	–	0.01%	547
2019 Q4	$268K	Buy	+10,000	New	+$259K	0.01%	523

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

Equitable Holdings's WU Position: Q4 2024 in Review

Equitable Holdings sold out of Western Union (WU) in Q4 2024, closing a stake of 22,826 shares — an estimated $272K sold.

Equitable Holdings first reported a position in WU in Q4 2019 and held it in 20 quarters. The position peaked at $272K in Q3 2024. 468 funds tracked by Wall St. Rank hold WU as of Q4 2024.

Equitable Holdings reported no remaining Western Union position as of Q4 2024 after selling out during the quarter.
Equitable Holdings sold 22,826 Western Union shares in Q4 2024, an estimated $272K.
Equitable Holdings first reported a position in Western Union in Q4 2019 and held it in 20 quarters.
Equitable Holdings's Western Union position peaked at $272K in Q3 2024.
468 funds tracked by Wall St. Rank held Western Union as of Q4 2024.

Based on Equitable Holdings's 13F filing for Q4 2024, filed 12 Feb 2025.