Holocene Advisors

Holocene Advisors’s Western Union WU Stock Holding History

Holocene Advisors’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
2026 Q1	$1.14M	Buy	+130,612	New	+$1.24M	﹤0.01%	650
2025 Q1	–	Sell	-453,713	Closed	-$4.81M	–	914
2024 Q4	$4.81M	Sell	453,713 -87,913	-16%	-$974K	0.02%	403
2024 Q3	$6.46M	Buy	541,626 +239,367	+79%	+$2.89M	0.03%	310
2024 Q2	$3.69M	Sell	302,259 -18,417	-6%	-$239K	0.02%	387
2024 Q1	$4.48M	Sell	320,676 -144,089	-31%	-$1.86M	0.02%	422
2023 Q4	$5.54M	Buy	464,765 +15,941	+4%	+$194K	0.02%	340
2023 Q3	$5.92M	Sell	448,824 -183,271	-29%	-$2.25M	0.03%	363
2023 Q2	$7.41M	Sell	632,095 -79,143	-11%	-$912K	0.03%	307
2023 Q1	$7.93M	Buy	711,238 +311,306	+78%	+$4.05M	0.04%	249
2022 Q4	$5.51M	Sell	399,932 -140,600	-26%	-$1.94M	0.03%	274
2022 Q3	$7.3M	Buy	540,532 +5,578	+1%	+$87.4K	0.05%	236
2022 Q2	$8.81M	Buy	534,954 +325,201	+155%	+$5.73M	0.05%	227
2022 Q1	$3.93M	Buy	+209,753	New	+$3.88M	0.02%	331

Other funds holding WU

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

LSV Asset Management

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