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Foundry Partners’s Western Union WU Stock Holding History

Foundry Partners’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
-681,002
Closed -$8.12M – 305
2024
Q3 		$8.12M Buy
+681,002
New +$8.21M 0.4% 72
2024
Q1 		– Sell
-13,050
Closed -$156K – 323
2023
Q4 		$156K Hold
13,050
– – 0.01% 289
2023
Q3 		$172K Buy
+13,050
New +$160K 0.01% 288

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foundry Partners's WU Position: Q4 2024 in Review

Foundry Partners sold out of Western Union (WU) in Q4 2024, closing a stake of 681,002 shares — an estimated $8.12M sold.

Foundry Partners first reported a position in WU in Q3 2023 and held it in 3 quarters. The position peaked at $8.12M in Q3 2024. 468 funds tracked by Wall St. Rank hold WU as of Q4 2024.

  • Foundry Partners reported no remaining Western Union position as of Q4 2024 after selling out during the quarter.
  • Foundry Partners sold 681,002 Western Union shares in Q4 2024, an estimated $8.12M.
  • Foundry Partners first reported a position in Western Union in Q3 2023 and held it in 3 quarters.
  • Foundry Partners's Western Union position peaked at $8.12M in Q3 2024.
  • 468 funds tracked by Wall St. Rank held Western Union as of Q4 2024.

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