JCIA
WU icon

Jackson Creek Investment Advisors’s Western Union WU Stock Holding History

Jackson Creek Investment 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
2024
Q3 		– Sell
-19,264
Closed -$235K – 367
2024
Q2 		$235K Buy
+19,264
New +$250K 0.09% 291
2021
Q4 		– Sell
-14,717
Closed -$298K – 362
2021
Q3 		$298K Sell
14,717
-600
-4% -$13.3K 0.11% 269
2021
Q2 		$352K Sell
15,317
-6,999
-31% -$174K 0.13% 257
2021
Q1 		$550K Buy
+22,316
New +$525K 0.19% 227

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

Jackson Creek Investment Advisors's WU Position: Q3 2024 in Review

Jackson Creek Investment Advisors sold out of Western Union (WU) in Q3 2024, closing a stake of 19,264 shares — an estimated $235K sold.

Jackson Creek Investment Advisors first reported a position in WU in Q1 2021 and held it in 4 quarters. The position peaked at $550K in Q1 2021. 453 funds tracked by Wall St. Rank hold WU as of Q3 2024.

  • Jackson Creek Investment Advisors reported no remaining Western Union position as of Q3 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 19,264 Western Union shares in Q3 2024, an estimated $235K.
  • Jackson Creek Investment Advisors first reported a position in Western Union in Q1 2021 and held it in 4 quarters.
  • Jackson Creek Investment Advisors's Western Union position peaked at $550K in Q1 2021.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.