Kelly Financial Services’s Western Union WU Stock Holding History

Kelly Financial Services’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	-100	Closed	-$1.22K	–	764
2024 Q2	$1.22K	Hold	100	–	–	﹤0.01%	635
2024 Q1	$1.4K	Hold	100	–	–	﹤0.01%	637
2023 Q4	$1.19K	Hold	100	–	–	﹤0.01%	639
2023 Q3	$1.32K	Hold	100	–	–	﹤0.01%	592
2023 Q2	$1.17K	Hold	100	–	–	﹤0.01%	590
2023 Q1	$1.11K	Hold	100	–	–	﹤0.01%	578
2022 Q4	$1.38K	Hold	100	–	–	﹤0.01%	535
2022 Q3	$1.35K	Hold	100	–	–	﹤0.01%	547
2022 Q2	$1.65K	Hold	100	–	–	﹤0.01%	521
2022 Q1	$1.87K	Hold	100	–	–	﹤0.01%	524
2021 Q4	$1.78K	Hold	100	–	–	﹤0.01%	550
2021 Q3	$2.02K	Sell	100 -2,197	-96%	-$48.5K	﹤0.01%	510
2021 Q2	$100K	Buy	2,297 +2,197	+2,197%	+$54.7K	﹤0.01%	385
2021 Q1	$2.47K	Hold	100	–	–	﹤0.01%	486
2020 Q4	$2.19K	Hold	100	–	–	﹤0.01%	451
2020 Q3	$2.14K	Hold	100	–	–	﹤0.01%	428
2020 Q2	$2.16K	Hold	100	–	–	﹤0.01%	421
2020 Q1	$1.81K	Hold	100	–	–	﹤0.01%	397
2019 Q4	$2.68K	Hold	100	–	–	﹤0.01%	381
2019 Q3	$2.32K	Hold	100	–	–	﹤0.01%	384
2019 Q2	$1.99K	Hold	100	–	–	﹤0.01%	376
2019 Q1	$1.85K	Buy	+100	New	+$1.8K	﹤0.01%	381

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kelly Financial Services's WU Position: Q3 2024 in Review

Kelly Financial Services sold out of Western Union (WU) in Q3 2024, closing a stake of 100 shares — an estimated $1.22K sold.

Kelly Financial Services first reported a position in WU in Q1 2019 and held it in 22 quarters. The position peaked at $100K in Q2 2021. 453 funds tracked by Wall St. Rank hold WU as of Q3 2024.

Kelly Financial Services reported no remaining Western Union position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 100 Western Union shares in Q3 2024, an estimated $1.22K.
Kelly Financial Services first reported a position in Western Union in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Western Union position peaked at $100K in Q2 2021.
453 funds tracked by Wall St. Rank held Western Union as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.