Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Western Union WU Stock Holding History

Jacobs Levy Equity Management’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
Q1 		– Sell
-20,940
Closed -$250K – 1066
2023
Q4 		$250K Buy
+20,940
New +$255K ﹤0.01% 905
2023
Q3 		– Sell
-180,187
Closed -$2.11M – 1074
2023
Q2 		$2.11M Buy
+180,187
New +$2.08M 0.01% 553

Other funds holding WU

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Jacobs Levy Equity Management's WU Position: Q1 2024 in Review

Jacobs Levy Equity Management sold out of Western Union (WU) in Q1 2024, closing a stake of 20,940 shares — an estimated $250K sold.

Jacobs Levy Equity Management first reported a position in WU in Q2 2023 and held it in 2 quarters. The position peaked at $2.11M in Q2 2023. 456 funds tracked by Wall St. Rank hold WU as of Q1 2024.

  • Jacobs Levy Equity Management reported no remaining Western Union position as of Q1 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 20,940 Western Union shares in Q1 2024, an estimated $250K.
  • Jacobs Levy Equity Management first reported a position in Western Union in Q2 2023 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Western Union position peaked at $2.11M in Q2 2023.
  • 456 funds tracked by Wall St. Rank held Western Union as of Q1 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2024, filed 15 May 2024.