IF
WU icon

Insight Folios’s Western Union WU Stock Holding History

Insight Folios’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 		$5.57M Buy
466,494
+46,087
+11% +$556K 1.99% 30
2024
Q2 		$5.14M Buy
420,407
+35,033
+9% +$455K 2.11% 30
2024
Q1 		$5.39M Buy
+385,374
New +$4.96M 2.18% 28

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

Insight Folios's WU Position: Q3 2024 in Review

Insight Folios increased its Western Union (WU) stake by 11% in Q3 2024, buying an estimated $556K and bringing the position to 466,494 shares worth $5.57M. The position accounts for 1.99% of the portfolio, ranked #30.

Insight Folios first reported a position in WU in Q1 2024 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold WU as of Q3 2024.

  • Insight Folios held 466,494 shares of Western Union worth $5.57M as of Q3 2024.
  • Insight Folios bought 46,087 Western Union shares in Q3 2024, an estimated $556K.
  • Western Union made up 1.99% of Insight Folios's portfolio in Q3 2024, its #30 holding.
  • Insight Folios first reported a position in Western Union in Q1 2024 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.