Erste Asset Management’s Western Union WU Stock Holding History

Erste Asset Management’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
2025 Q3	–	Sell	-21,892	Closed	-$183K	–	863
2025 Q2	$185K	Buy	+21,892	New	+$208K	﹤0.01%	765
2023 Q2	–	Sell	-137,200	Closed	-$1.58M	–	946
2023 Q1	$1.51M	Buy	137,200 +19,100	+16%	+$249K	0.03%	305
2022 Q4	$1.64M	Buy	118,100 +31,400	+36%	+$434K	0.03%	295
2022 Q3	$1.18M	Hold	86,700	–	–	0.03%	335
2022 Q2	$1.44M	Sell	86,700 -15,200	-15%	-$268K	0.03%	316
2022 Q1	$1.96M	Buy	101,900 +32,000	+46%	+$592K	0.04%	298
2021 Q4	$1.25M	Buy	69,900 +18,500	+36%	+$341K	0.02%	340
2021 Q3	$1.07M	Hold	51,400	–	–	0.02%	333
2021 Q2	$1.19M	Sell	51,400 -30,300	-37%	-$754K	0.02%	334
2021 Q1	$2.03M	Sell	81,700 -113,000	-58%	-$2.66M	0.05%	265
2020 Q4	$4.2M	Buy	194,700 +155,200	+393%	+$3.37M	0.12%	188
2020 Q3	$860K	Hold	39,500	–	–	0.03%	309
2020 Q2	$841K	Sell	39,500 -48,800	-55%	-$991K	0.03%	302
2020 Q1	$1.67M	Buy	88,300 +19,300	+28%	+$473K	0.1%	199
2019 Q4	$1.89M	Buy	+69,000	New	+$1.79M	0.08%	215
2019 Q2	–	Sell	-60,000	Closed	-$1.17M	–	904
2019 Q1	$1.12M	Buy	+60,000	New	+$1.08M	0.06%	238

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

AQR Capital Management

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

LSV Asset Management

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

Discerene Group Stamford, Connecticut $864M AUM 1.38% 1-Year Est. Return

Geode Capital Management

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