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Gries Financial’s Western Union WU Stock Holding History

Gries Financial’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
Q3 		– Sell
-13,094
Closed -$160K – 289
2024
Q2 		$160K Sell
13,094
-312
-2% -$4.05K 0.03% 239
2024
Q1 		$187K Sell
13,406
-5,615
-30% -$72.3K 0.03% 271
2023
Q4 		$227K Buy
+19,021
New +$232K 0.05% 196

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gries Financial's WU Position: Q3 2024 in Review

Gries Financial sold out of Western Union (WU) in Q3 2024, closing a stake of 13,094 shares — an estimated $160K sold.

Gries Financial first reported a position in WU in Q4 2023 and held it in 3 quarters. The position peaked at $227K in Q4 2023. 453 funds tracked by Wall St. Rank hold WU as of Q3 2024.

  • Gries Financial reported no remaining Western Union position as of Q3 2024 after selling out during the quarter.
  • Gries Financial sold 13,094 Western Union shares in Q3 2024, an estimated $160K.
  • Gries Financial first reported a position in Western Union in Q4 2023 and held it in 3 quarters.
  • Gries Financial's Western Union position peaked at $227K in Q4 2023.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2024.

Based on Gries Financial's 13F filing for Q3 2024, filed 18 Oct 2024.